#  @GVDInvestor GVDFather GVDFather posts on X about $googl, $amd, $amzn, $mu the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::1910330125616402432/interactions)  - [--] Week [------] -24% - [--] Month [-------] +367% - [--] Months [-------] -34% ### Mentions: [--] [#](/creator/twitter::1910330125616402432/posts_active)  - [--] Week [---] +27% - [--] Month [---] +167% - [--] Months [-----] -3% ### Followers: [-----] [#](/creator/twitter::1910330125616402432/followers)  - [--] Week [-----] +2.30% - [--] Month [-----] +55% - [--] Months [-----] +67% ### CreatorRank: [-------] [#](/creator/twitter::1910330125616402432/influencer_rank)  ### Social Influence **Social category influence** [stocks](/list/stocks) [technology brands](/list/technology-brands) [finance](/list/finance) [cryptocurrencies](/list/cryptocurrencies) [automotive brands](/list/automotive-brands) [countries](/list/countries) [social networks](/list/social-networks) [fashion brands](/list/fashion-brands) [currencies](/list/currencies) [celebrities](/list/celebrities) **Social topic influence** [$googl](/topic/$googl), [$amd](/topic/$amd) #265, [$amzn](/topic/$amzn) #235, [$mu](/topic/$mu) #91, [stocks](/topic/stocks) #4222, [$fubo](/topic/$fubo), [$goog](/topic/$goog), [$hims](/topic/$hims), [meta](/topic/meta), [$nvda](/topic/$nvda) #1985 **Top accounts mentioned or mentioned by** [@mrderivatives](/creator/undefined) [@yodastockinvest](/creator/undefined) [@ashton1nvests](/creator/undefined) [@unusualwhales](/creator/undefined) [@elneneloco813](/creator/undefined) [@dividenddudex](/creator/undefined) [@stockmktnewz](/creator/undefined) [@stocksavvyshay](/creator/undefined) [@pepemoonboy](/creator/undefined) [@amitisinvesting](/creator/undefined) [@thestocksking](/creator/undefined) [@shanspecter](/creator/undefined) [@nopaininvesting](/creator/undefined) [@thebrilliantbu1](/creator/undefined) [@bolmanricky](/creator/undefined) [@elijahcoleman21](/creator/undefined) [@acevent95706230](/creator/undefined) [@carsontalkmoney](/creator/undefined) [@loveleesfinance](/creator/undefined) [@grindeoptions](/creator/undefined) **Top assets mentioned** [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Advanced Micro Devices (AMD)](/topic/$amd) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Micron Technology, Inc. (MU)](/topic/$mu) [fuboTV Inc. (FUBO)](/topic/$fubo) [Hims & Hers Health, Inc. (HIMS)](/topic/$hims) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Metadium (META)](/topic/$meta) [RAI Finance (SOFI)](/topic/$sofi) [Nebius Group N.V. Class A Ordinary Shares (NBIS)](/topic/$nbis) [Oscar Health, Inc. (OSCR)](/topic/$oscr) [Tesla, Inc. (TSLA)](/topic/$tsla) [Apple, Inc. (AAPL)](/topic/$aapl) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [AST SpaceMobile, Inc. Class A Common Stock (ASTS)](/topic/$asts) [Microsoft Corp. (MSFT)](/topic/$msft) [DisChain (DIS)](/topic/$dis) [Robinhood Markets, Inc. (HOOD)](/topic/$hood) [AbCellera Biologics Inc. (ABCL)](/topic/$abcl) [Shopify Inc (SHOP)](/topic/$shop) [aelf (ELF)](/topic/$elf) [ELYSIA (EL)](/topic/$el) [UnitedHealth Group (UNH)](/topic/$unh) [Rocket Lab USA, Inc. Common Stock (RKLB)](/topic/$rklb) [ZetaChain (ZETA)](/topic/$zeta) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Salesforce Inc (CRM)](/topic/$crm) [Iris Energy Limited (IREN)](/topic/$iren) [Archer Aviation Inc. (ACHR)](/topic/$achr) [Bitcoin (BTC)](/topic/$btc) [Celsius Holdings, Inc. Common Stock (CELH)](/topic/$celh) [Novo-Nordisk (NVO)](/topic/$nvo) [Costco Hot Dog (COST)](/topic/$cost) [Adobe, Inc. (ADBE)](/topic/$adbe) [Netflix Inc (NFLX)](/topic/$nflx) [Duolingo, Inc. (DUOL)](/topic/$duol) [Intel Corporation (INTC)](/topic/$intc) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Strategy (MSTR)](/topic/$mstr) [Walmart, Inc. (WMT)](/topic/$wmt) [Eos Energy Enterprises, Inc. (EOSE)](/topic/$eose) [Crowdstrike Holdings Inc (CRWD)](/topic/$crwd) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Nike Inc (NKE)](/topic/$nke) [The Honest Company, Inc. (HNST)](/topic/$hnst) [Plug Power, Inc. (PLUG)](/topic/$plug) [QUALCOMM, Inc. (QCOM)](/topic/$qcom) [Rivian Automotive, Inc. (RIVN)](/topic/$rivn) [Tempus AI, Inc. (TEM)](/topic/$tem) [Vertiv Holdings Co (VRT)](/topic/$vrt) [Coca-Cola Co (KO)](/topic/$ko) [Bank of America (BAC)](/topic/bank-of-america) [Broadcom, Inc. (AVGO)](/topic/$avgo) ### Top Social Posts Top posts by engagements in the last [--] hours "$META PT $580 fav Mega Cap pick pre-Earnings. LlamaCon coming AI catalysts. Roth. $AAPL survey positive AI growth Morgan Stanley. $NVDA holds at $125 on AI capex concerns. Deutsche Bank. $AMZN top pick themes exposure per Goldman. #TechStocks #Earnings #AI" [X Link](https://x.com/GVDInvestor/status/1915581818100687337) 2025-04-25T01:41Z [--] followers, [---] engagements "$META declines 24% Ad spend strong in 1Q. Ahead of earnings Deutsche Bank lowers PT to $650 from $800. Will upcoming results trigger a stock recovery #TechStocks #Earnings" [X Link](https://x.com/GVDInvestor/status/1915771935536849178) 2025-04-25T14:16Z [--] followers, [--] engagements "$GOOGL posts strong Q1 results: $90.23B revenue vs $89.12B expected $2.81 EPS vs $2.01. Analysts bullish: JPMorgan $195 BofA $200 Goldman $220 Citi $200 Morgan Stanley $185 targets. Will Alphabet continue to outperform amid AI competition #TechStocks #AI #Markets" [X Link](https://x.com/GVDInvestor/status/1915800271310987588) 2025-04-25T16:09Z [--] followers, [---] engagements "$GS estimates $60B foreign selling of US stocks. Despite volatility US exceptionalism stands strong superior corporate profitability supports market. Is this trend a short-term blip #StockMarket #Investing" [X Link](https://x.com/GVDInvestor/status/1915855130492104988) 2025-04-25T19:47Z [--] followers, [--] engagements "$GE overcomes tariff concerns with proactive strategy returns 20% YTD vs S&P -7%. $230 price target from BofA 17% upside. CEO Culp meets Trump on trade surplus. Tariffs won't compromise GE outlook how does GE compare to peers #Aerospace #TradeWar" [X Link](https://x.com/GVDInvestor/status/1915858670627271017) 2025-04-25T20:01Z [--] followers, [--] engagements "$XYZ breaks above resistance at $75 PE ratio 25x (industry avg 30x) net margins up 3% revenue growth strong at 15%. Company acquiring $ABC to expand market share in AI sector. Chart shows bullish trend are investors underestimating XYZ's potential #TechStocks #AI" [X Link](https://x.com/GVDInvestor/status/1915873780645155018) 2025-04-25T21:01Z [---] followers, [---] engagements "$PG upgraded to outperform price target raised by $13 to $177. Post earnings reset presents 11% upside potential. Focus on 2025/2026 outcomes & long-term growth. Wall Street optimistic with nearly 12.1% upside potential. #ConsumerGoods #Stocks" [X Link](https://x.com/GVDInvestor/status/1915881321009652100) 2025-04-25T21:31Z [--] followers, [--] engagements "$SCHW upgrade to buy from neutral PT $100 (26% upside). Strong EPS growth outlook net margin accel strong balance sheet. Analysts bullish is SCHW set for a rally #Financials #EarningsGrowth" [X Link](https://x.com/GVDInvestor/status/1915888866696757644) 2025-04-25T22:01Z [--] followers, [--] engagements "$XLF up 3% this week. Bank of America bullish on financial stocks for quality dividends despite market turbulence. Morgan Stanley +3.29% yield JPMorgan with solid revenue +2.32% yield. Is financial sector poised for growth amidst trade tensions #Financials #Dividends" [X Link](https://x.com/GVDInvestor/status/1915896404213469366) 2025-04-25T22:31Z [--] followers, [--] engagements "$COST cup-and-handle pattern indicates potential rally to $1200. Nike's downtrend makes it the worst pick from CNBC Stock Draft. Broadcom deemed best unpicked stock with 30-45% upside potential to $250-$280. Is now the time to get bullish on Costco #RetailStocks #Investing" [X Link](https://x.com/GVDInvestor/status/1915903942648623167) 2025-04-25T23:01Z [--] followers, [--] engagements "Millennials and Gen Xers on TikTok sharing recession tips and memories: cheap trips to Florida porkchops jungle juice. Does this cultural call back signal looming economic uncertainty #RecessionTips #EconomicOutlook" [X Link](https://x.com/GVDInvestor/status/1916122889679421507) 2025-04-26T13:31Z [--] followers, [--] engagements "$VRSN overbought with RSI at [-----] fresh all-time high 7% downside per LSEG. Net margins soared with Q1 revenue beat. Will the momentum continue for VeriSign $NFLX also overbought with RSI of [-----] after company's Q1 revenue up 13%. Analysts project 1% upside despite uncertainty. #StockMarket #TechStocks" [X Link](https://x.com/GVDInvestor/status/1916137969317970014) 2025-04-26T14:31Z [---] followers, [--] engagements "@unusual_whales I am happy I got in $AMZN and $SHOP [--] weeks ago things are finally turning around. Investor sentiment is turning less bearish as well" [X Link](https://x.com/GVDInvestor/status/1916213939207053536) 2025-04-26T19:32Z [--] followers, [--] engagements "U.S. brands struggle in China: Nike loses to Li-Ning Este Lauder losing preference. Starbucks facing local competition same-store sales fall. Is the allure of Western brands fading in China $NKE $EL $SBUX #ChinaMarket #ConsumerPreference" [X Link](https://x.com/GVDInvestor/status/1916492832006610985) 2025-04-27T14:01Z [--] followers, [---] engagements "$SCHW raised PT to $95 from $88 after strong Q1 results and bullish management commentary with favorable organic growth and solid NNA trends. Analyst sees potential P/E multiple expansion is Charles Schwab poised for more upside #FinancialStocks #Earnings" [X Link](https://x.com/GVDInvestor/status/1916500373512003943) 2025-04-27T14:31Z [--] followers, [--] engagements "@HolySmokas Can't always rely on hedge funds to listen in to these calls" [X Link](https://x.com/GVDInvestor/status/1916586146412273781) 2025-04-27T20:12Z [--] followers, [---] engagements "@SACricketLover1 @unusual_whales Not wrong but it can get out of hand if we do not nip it in the bud. I think the number is scarier than the actual percentage" [X Link](https://x.com/GVDInvestor/status/1916592227616227478) 2025-04-27T20:36Z [--] followers, [--] engagements "@SACricketLover1 @unusual_whales I said the interest not % of GDP. I agree with you we can pull it back. Is 145% tariff on China ridiculous Yeah lol. There is a healthy balance not sure where that balance is but its also not in the middle. Either way we have to bring it back before it gets out of hand" [X Link](https://x.com/GVDInvestor/status/1916600960501117104) 2025-04-27T21:10Z [--] followers, [--] engagements "@MrMikeInvesting $AMD does not need to beat $NVDA either just compete and take some market share" [X Link](https://x.com/GVDInvestor/status/1916630015518650742) 2025-04-27T23:06Z [--] followers, [----] engagements "@mind1nvestor $SOFI in 10-15 years could be one of the largest banks. I think $HOOD will be their biggest competitor" [X Link](https://x.com/GVDInvestor/status/1916648728032669853) 2025-04-28T00:20Z [--] followers, [---] engagements "$PGR upgraded to buy by Bank of America with PT of $312. YTD +10% best risk-adjusted returns in decade. Possibility for market share gain. Is Progressive set for continued growth #InsuranceStocks #StockUpgrade" [X Link](https://x.com/GVDInvestor/status/1916862618309922964) 2025-04-28T14:30Z [--] followers, [--] engagements "$BA upgraded to outperform PT $218 (23% upside). After recent controversies Boeing expected to emerge stronger. Recovery mode with growth potential could momentum be building #TechStocks #Aerospace" [X Link](https://x.com/GVDInvestor/status/1916870162659127698) 2025-04-28T15:00Z [--] followers, [--] engagements "$ONON up 33% to $60 PT potential backlash against US brands in China. Strength in global growth diverse sales base limited China exposure can On Holding emerge as an outlier in apparel footwear amidst global trade war tensions #RetailStocks #TradeWar" [X Link](https://x.com/GVDInvestor/status/1916885276950978576) 2025-04-28T16:00Z [---] followers, [--] engagements "$SBUX faces challenges with stagnant net income growth rising coffee costs & wage expenses. Options market implies 7% move after earnings. Will Niccol's strategy drive a turnaround #Starbucks #Earnings #OptionsTrade" [X Link](https://x.com/GVDInvestor/status/1916892798898372834) 2025-04-28T16:30Z [--] followers, [--] engagements "Goldman Sachs sees steady dividend payers winning in high uncertainty. Reduced S&P [---] cash spending forecast to 5% growth EPS growth at 3%. TapestryMarathon Petroleum are top cash return players per Goldman. How will these stocks fare amid economic slowdown #Dividends" [X Link](https://x.com/GVDInvestor/status/1916900367889027483) 2025-04-28T17:00Z [---] followers, [--] engagements "$CHTR building a base after bear market cycle monthly double bottom seen as bullish reversal. Testing trendline resistance near $385 potential breakout to $461 per Fibonacci retracement level. Relative terms show a long-term turnaround. Is this a leading indication of a rally #TechStocks" [X Link](https://x.com/GVDInvestor/status/1916930572984738049) 2025-04-28T19:00Z [--] followers, [--] engagements "Potential changes in tax status of munis could impact private activity bonds creating an opportunity for investors. Nuveen expects munis to retain exemptions but uncertainty leaves room for scarcity and secondary market advantages. Are private activity bonds the next move #MuniBonds #TaxExemption" [X Link](https://x.com/GVDInvestor/status/1916938113797984634) 2025-04-28T19:30Z [--] followers, [--] engagements "$XHB down 25% from Nov high. Homebuilders like $PHM $HD $DHI $LOW $TOL $BZH $LEN $KBH $HOV all declining. Consumer staples took a hit: $KO down 18% $KHC down 25%. $GM down 23%. How will these sectors recover #Homebuilders #ConsumerStaples #StockMarket" [X Link](https://x.com/GVDInvestor/status/1916998490699280476) 2025-04-28T23:30Z [---] followers, [---] engagements "$HIMS downgraded to hold from buy PT $30 vs $44. Limited near-term upside due to GLP-1 shortage impact. Analyst Kim sees difficult year ahead despite strong Q1. Stock advanced 18% YTD but is $HIMS soaring days numbered #Healthcare #Telehealth" [X Link](https://x.com/GVDInvestor/status/1917164588988068021) 2025-04-29T10:30Z [--] followers, [---] engagements "$FANG price target lowered to $170 from $202 upgrading to Buy from Neutral. Facing trade & price war in oil markets but offers best combo of value & defense. Is Diamondback Energy set to rebound with 23.3% upside potential #OilStocks #Energy #Markets" [X Link](https://x.com/GVDInvestor/status/1917179698112614614) 2025-04-29T11:30Z [----] followers, [--] engagements "$QCOM JPMorgan bullish on Qualcomm reinstates overweight rating $185 PT (25.3% upside). Diversification beyond smartphones seen as a long-term opportunity. Shares down 3.9% in [----]. Is Qualcomm poised for a rebound #TechStocks #IoT #Autos" [X Link](https://x.com/GVDInvestor/status/1917187231841689635) 2025-04-29T12:00Z [--] followers, [--] engagements "Evercore ISI maintains Apple with $250 target ahead of earnings on May [--]. Rosenblatt bullish on Trade Desk post AdTech decision. Piper Sandler upbeat on Nvidia despite China worries. UBS cautious on Amazon demand. Redburn still bearish on Tesla. Barclays likes GE Vernova in current environment. JPMorgan reinstates Qualcomm due to robust smartphone revenues. CFRA upgrades Netflix amidst geopolitical risks. Morgan Stanley finds Block shares compelling. H.C. Wainwright bullish on Strategy as levered play on Bitcoin. Bank of America neutral on Upstart and upgrades Chord Energy & Diamondback" [X Link](https://x.com/GVDInvestor/status/1917194803189530971) 2025-04-29T12:30Z [--] followers, [--] engagements "$TSLA $BABA $NVDA high potential in global humanoid market. Morgan Stanley predicts $4.7 trillion revenue by [----] outperforming auto industry. China leads but US market to explode in 2030s. Are humanoid robots the future #TechStocks #AI" [X Link](https://x.com/GVDInvestor/status/1917292934157750726) 2025-04-29T19:00Z [--] followers, [---] engagements "$AHR high acuity senior housing focus 71% NOI. Initiates buy PT $37 (+17%). 12.7% 3-yr growth 19.7x PE. Positioned for 80+ age demographic rise - is AHR set to soar #SeniorHousing #REITs" [X Link](https://x.com/GVDInvestor/status/1917300504972980656) 2025-04-29T19:30Z [---] followers, [--] engagements "$MSFT down 16% from July high revenue and earnings growth of 10% dividend growth 10.3%. $SPOT down 3% despite in-line revenue 29% YTD. $ABBV up 20% in past year beat beat raise quarterly report. Dividen growth 7.2% strong with Skyrizi and Rinvoq. Are these stocks buys #TechStocks #Investing" [X Link](https://x.com/GVDInvestor/status/1917323161168728574) 2025-04-29T21:00Z [--] followers, [---] engagements "$COST up 242% since Cramer bought $NVDA up 586% $AAPL soared 1000% in his trust. Material stocks flat in '25 $MLM & $VMC down 20%. $CAT down 22% $META down 18%. $MSFT down 11% $HOOD down 26%. Palo Alto Networks CEO on Wed. Cruise lines up in week but off highs. Starbucks misses estimates down 28% from high. #StockMarket #Investing" [X Link](https://x.com/GVDInvestor/status/1917375973705601449) 2025-04-30T00:30Z [---] followers, [---] engagements "$FSLR misses profit expectations cuts guidance. KeyBanc downgrades to $100 (27% downside). Oppenheimer to $304. Mixed reactions from Wall Street analysts - Is First Solar outlook still sunny #TechStocks #Renewables" [X Link](https://x.com/GVDInvestor/status/1917534559081550305) 2025-04-30T11:00Z [--] followers, [--] engagements "$SHW upgraded to overweight by Wells Fargo PT $420 (up from $350). 21% potential upside. Majority revenue from US strong pricing & fundamental backdrop driving earnings growth. Acquisition of Brazilian paints business for $1.15B expected to boost growth. #StockUpgrade #PaintIndustry" [X Link](https://x.com/GVDInvestor/status/1917542096543662357) 2025-04-30T11:30Z [--] followers, [--] engagements "$NKE downgraded to equal weight by Wells Fargo with new PT of $55 (prev $75). Stock -24% in [----] could shed 4%. Analyst cites new tariff risks and potential recession. Bull case: $70 bear case: $30. Can Nike weather the storm #TechStocks #Retail #Tariffs" [X Link](https://x.com/GVDInvestor/status/1917549653257601516) 2025-04-30T12:00Z [--] followers, [--] engagements "@ElinaDavid21 $UPS is talking with Figure AI to develop and deploy humanoid robots. Figure AI is a start up though. All big names are interested in the tech. $TSLA could capitalize big time if they are first to market a real solution" [X Link](https://x.com/GVDInvestor/status/1917632442183151727) 2025-04-30T17:29Z [--] followers, [--] engagements "1/7 🧵 #CocaCola ( $KO )Q125 Highlights Net Revenues: $11.13 B (1.5% YoY) Organic Sales: +1% GAAP EPS: $0.77 (+5%) Non-GAAP EPS: $0.73 (+1% beat by $0.01) Unit Case Volume: +2% Lets dive in 👇" [X Link](https://x.com/GVDInvestor/status/1917637250151768101) 2025-04-30T17:48Z [--] followers, [--] engagements "$XEL potential bullish inverse-head-and-shoulders pattern forming above rising 200-day MA. Breakout above $72-$73 could trigger initial target near $83. Long-term uptrend recovery could see new all-time highs. Is XEL ready to continue its rally #Utilities #StockMarkets" [X Link](https://x.com/GVDInvestor/status/1917655323873104231) 2025-04-30T19:00Z [--] followers, [--] engagements "$GOOGL down 16% YTD beats earnings. $UBER up 33% with strong Q4 performance earnings May [--]. Piper Sandler favs quality stocks: $BKNG $LLY $VST. Are strong fundamentals the key to weathering trade policy volatility #TechStocks #S&P500" [X Link](https://x.com/GVDInvestor/status/1917662866129277186) 2025-04-30T19:30Z [--] followers, [---] engagements "Equities fall as market considers recession fears and trade tensions. BlackRock advises diversification beyond 60/40 stocks-bonds. Consider liquid alternatives like the BlackRock Global Equity Market Neutral Fund (BDMAX) for lower correlation. #StockMarket #Investing" [X Link](https://x.com/GVDInvestor/status/1917670434205544929) 2025-04-30T20:00Z [--] followers, [--] engagements "$SBUX down 12% YTD Missed Q2 estimates. CEO turnaround efforts gaining traction but needs to manage coffee costs. $28 PT. Meanwhile $MDLZ up 14% YTD beats EPS estimates but needs revenue growth. Is Mondelez ready to break out Watch these stocks. #TechStocks #Investing" [X Link](https://x.com/GVDInvestor/status/1917685535197241688) 2025-04-30T21:00Z [--] followers, [--] engagements "$AAPL down 10.5% in [--] months $AMZN drops 21%. India trade deal uncertainty persists. Nasdaq [---] up 1.5% in April. Cramer highlights ServiceNow CEO bet. $TSLA down 3.4%. CEO leadership plays: bet on Meta Platforms Microsoft. #TechStocks #AI" [X Link](https://x.com/GVDInvestor/status/1917730849379799057) 2025-05-01T00:00Z [--] followers, [---] engagements "1/7 🧵 #PayPal ( $PYPL )Q1 [----] Highlights Revenue: $7.79 B (+1% YoY; slight miss vs. $7.85 B est.) ReutersInvestor's Business Daily Adj. EPS: $1.33 (+23%; beat $1.16 est.) Reuters GAAP EPS: $1.29 (+56%) Stock Titan Transaction Margin $3.7 B (+7%) MarketWatch" [X Link](https://x.com/GVDInvestor/status/1917755600940753189) 2025-05-01T01:39Z [--] followers, [--] engagements "6/7 🔮 Guidance & Outlook Maintained FY [----] Adj. EPS guide: $4.95$5.10 Reuters 2Q [----] EPS est.: $1.29$1.31 Caution on macro uncertainty but strategy remains on track" [X Link](https://x.com/GVDInvestor/status/1917755609278992555) 2025-05-01T01:39Z [--] followers, [--] engagements "7/7 🤔 Market Takeaway Revenue growth was modest but profitability & margins accelerated. TPV and Venmo momentum are positiveswill PayPal reignite top-line growth Reply with your thoughts 👇 #PYPL #EarningsThread" [X Link](https://x.com/GVDInvestor/status/1917755611057475784) 2025-05-01T01:39Z [--] followers, [--] engagements "3/7 💸 Profit & Margins Gross Margin: Increased 13% YoY but cloud margin dipped to 71% due to AI infra scaling Operating Income: $31.5 B (est. based on net and op trends) Net Income: $25.8 B +18% YoY High-margin cloud & efficiency gains drove strong profitability" [X Link](https://x.com/GVDInvestor/status/1917756083529011631) 2025-05-01T01:40Z [--] followers, [--] engagements "4/7 ☁ Cloud & AI Momentum Azure Growth: +22% YoY rebounding from last quarters miss OpenAI Partnership: Continued integration of GPT-4 into Azure AI Services AI-INFRA: CapEx jump for data-center expansion Cloud + AI remain Microsofts core growth engine" [X Link](https://x.com/GVDInvestor/status/1917756085278064905) 2025-05-01T01:40Z [--] followers, [--] engagements "1/7 🧵 #Meta ( $META ) Q1 [----] Highlights Revenue: $42.31 B +16% YoY (beat $41.40 B est.) Net Income: $16.64 B +35% YoY Diluted EPS: $6.43 +37% YoY (beat $5.28 est.) Daily Active People (DAP): [----] B +6% YoY" [X Link](https://x.com/GVDInvestor/status/1917757575426121738) 2025-05-01T01:46Z [--] followers, [--] engagements "3/7 💸 Profit & Margins Operating Income: $17.56 B +27% YoY Operating Margin: 41.5% vs. 38.0% a year ago Effective Tax Rate: 9% vs. 13% Strong ad pricing and scale efficiencies fueled margin expansion" [X Link](https://x.com/GVDInvestor/status/1917757578680860834) 2025-05-01T01:46Z [--] followers, [--] engagements "4/7 🌎 Engagement & Ad Metrics Ad Impressions: +5% YoY Avg. Price/Ad: +10% YoY Meta AI Monthly Actives: [--] B (new milestone) AI-enhanced targeting and products keep advertisers engaged" [X Link](https://x.com/GVDInvestor/status/1917757580723773680) 2025-05-01T01:46Z [--] followers, [--] engagements "5/7 🏗 CapEx & Cash CapEx: $13.69 B (up from $10.2 B) Cash & Securities: $70.23 B Op CF: $24.03 B; Free CF: $10.33 B Heavy AI/DC investments but free cash flow remains solid" [X Link](https://x.com/GVDInvestor/status/1917757582560608764) 2025-05-01T01:46Z [--] followers, [--] engagements "6/7 🔮 Guidance & Investment Q2 Revenue Guide: $42.545.5 B (vs. $44.01 B est.) [----] CapEx Forecast: $6472 B (up from $60 B) [----] Expense Outlook: Slightly trimmed expenses Meta doubles down on AI/DC build-out amid tariff concerns" [X Link](https://x.com/GVDInvestor/status/1917757584427344265) 2025-05-01T01:46Z [--] followers, [--] engagements "7/7 🤔 Market Takeaway Meta crushed estimates with strong ad demand widened margins and robust cash flowbut Reality Labs losses persist. Will Metas AI and VR bets pay off Reply with your thoughts 👇 #META #EarningsThread" [X Link](https://x.com/GVDInvestor/status/1917757586243301521) 2025-05-01T01:46Z [--] followers, [--] engagements "1/7 🧵 #Qualcomm ( $QCOM ) Q1 FY25 Highlights Revenues: $11.67 B +17% YoY (record) GAAP EPS: $2.83 +15% YoY Non-GAAP EPS: $3.41 +24% YoY (record) QCT Rev: $10.08 B +20% YoY QTL Rev: $1.54 B +5% YoY" [X Link](https://x.com/GVDInvestor/status/1917758343843578268) 2025-05-01T01:49Z [--] followers, [---] engagements "2/7 📈 Revenue Growth Overall revenues topped analyst est. of $10.65 B by 10% Chipset (QCT) led the way on strong 5G smartphone & IoT demand Licensing (QTL) grew steadily but missed estimates by a hair prompting investor caution" [X Link](https://x.com/GVDInvestor/status/1917758345437483112) 2025-05-01T01:49Z [--] followers, [--] engagements "6/7 📉 Stock Reaction Shares dipped 5% in pre-market trading as investors zeroed in on the modest QTL miss and conservative licensing guide. Despite the pullback QCOM shares are up 20% over the past [--] months on 5G & AI tailwinds" [X Link](https://x.com/GVDInvestor/status/1917758352135803206) 2025-05-01T01:49Z [--] followers, [--] engagements "7/7 🤔 Market Takeaway Qualcomm crushed chipset growth and delivered record EPS but licensing momentum and guidance kept bulls in check. Will QCOMs non-handset diversification fuel the next leg higher Reply below 👇 #QCOM #EarningsThread" [X Link](https://x.com/GVDInvestor/status/1917758353742188615) 2025-05-01T01:49Z [--] followers, [--] engagements "1/7 🧵 #Robinhood ( $HOOD ) Q1 [----] Highlights Revenue: $927 M +50% YoY Net Income: $336 M +114% YoY Diluted EPS: $0.37 +106% YoY Net Deposits: $18 B (record) Gold Subs: [---] M (record)" [X Link](https://x.com/GVDInvestor/status/1917759260307452240) 2025-05-01T01:53Z [--] followers, [---] engagements "2/7 💹 Revenue & Growth Q1 [--] Rev: $927 M vs. $618 M a year ago (+50%) Driven by heightened market volatility and expanded product mix. Net deposits hit a new high of $18 B" [X Link](https://x.com/GVDInvestor/status/1917759261918081434) 2025-05-01T01:53Z [--] followers, [--] engagements "6/7 👥 Customer Metrics & Buybacks Platform now serves [----] M customers Gold subscribers climbed to [---] M (+record) Board ups buyback authorization by $500 M (total $1.5 B)" [X Link](https://x.com/GVDInvestor/status/1917759268821880927) 2025-05-01T01:53Z [--] followers, [--] engagements "7/7 🔮 Whats Next Robinhood is investing in Robinhood Strategies Banking and Cortex; strong deposits and cash flow underpin growth. Which new Robinhood feature are you most excited about Reply below 👇 #HOOD #EarningsThread" [X Link](https://x.com/GVDInvestor/status/1917759270440849687) 2025-05-01T01:53Z [--] followers, [--] engagements "1/7 🧵 #SoFi ( $SOFI ) Q1 [----] Highlights Adjusted Net Revenue: $771 M (+33% YoY) Net Income: $71 M Adjusted EBITDA: $210 M (+46%) Fee-Based Revenue: $315 M (+67%) Management raised [----] guidance 🚀" [X Link](https://x.com/GVDInvestor/status/1917759963788665220) 2025-05-01T01:56Z [--] followers, [--] engagements "2/7 📊 Segment Revenue Financial Services: $303 M (+101%) Lending (incl. Loan Platform): $412 M (+27%) Tech Platform & FS combined: $407 M (+66%) Diversification is driving durable multi-segment growth" [X Link](https://x.com/GVDInvestor/status/1917759965353136218) 2025-05-01T01:56Z [--] followers, [--] engagements "@kinginvestings Need to see if the new CEO's changes are moving things in the right direction for $SBUX before committing capital. Earnings were not the best to convince me" [X Link](https://x.com/GVDInvestor/status/1917788691784757286) 2025-05-01T03:50Z [--] followers, [--] engagements "$META beats earnings estimates with $6.43 EPS on $42.31B revenue pushing shares up 6%. Analysts remain bullish w/ targets of $650-$700 (18-27% upside). Are Meta's strong ad trends and new products set to drive more growth #TechStocks #Earnings" [X Link](https://x.com/GVDInvestor/status/1917889378560462863) 2025-05-01T10:30Z [--] followers, [--] engagements "$CAT earnings miss expectations but orders backlogs rise 20% YOY. Upgraded by Oppenheimer and Baird with price targets of $395 and $309. Calls YTD pullback an attractive entry point is Caterpillar set to rebound #TechStocks #DowJones" [X Link](https://x.com/GVDInvestor/status/1917912007002480845) 2025-05-01T12:00Z [--] followers, [--] engagements "$QCOM resilient post earnings $MSFT Azure-led growth affirmed $META long-term AI expansion underpins buy rating is tech set to rebound $QQQ #TechStocks #Earnings #AI" [X Link](https://x.com/GVDInvestor/status/1917927120623333850) 2025-05-01T13:00Z [--] followers, [--] engagements "@unusual_whales Housing market has been in a rough place since before tariffs high interest rates froze potential buyers there. $GM reported a double beat on EPS and Revenue for Q1 it does bode well moving forward even with tariffs" [X Link](https://x.com/GVDInvestor/status/1917930032149766569) 2025-05-01T13:12Z [--] followers, [--] engagements "$ELF down 50% YTD supply chain uncertainty due to China trade war. Jefferies bullish sees 25% upside to $75 price target. Is #BeautyStock set to rebound $MNST up 12.7% YTD accelerating top-line trends. Analyst price target $71 15% potential gain. #ContrarianViews #TradeWar" [X Link](https://x.com/GVDInvestor/status/1917949782292566087) 2025-05-01T14:30Z [---] followers, [--] engagements "USA just signed mineral rights deal with Ukraine giving preferential access to new mineral deals in exchange for funding some of the reconstruction investment. This diversifies USA reliance on China for rare earth minerals" [X Link](https://x.com/GVDInvestor/status/1917960162561626475) 2025-05-01T15:11Z [--] followers, [--] engagements "@rhipollini22 Not to mention the billions hundreds of billions of dollars comitted to American Manufacturing by $AAPL $TSMC and $NVDA among others like $LLY and $MRK" [X Link](https://x.com/GVDInvestor/status/1917963188030607563) 2025-05-01T15:23Z [--] followers, [---] engagements "$MSFT & $META increase AI infrastructure spending despite tariff concerns signaling optimistic growth outlook. Hyperscaler support benefits chipmakers like $AVGO $AMD and $MU with potential upside for $ANET. Are cloud demand stocks poised for gains #TechStocks #AI" [X Link](https://x.com/GVDInvestor/status/1917964861121703970) 2025-05-01T15:30Z [--] followers, [---] engagements "$JNJ added to Goldman's "Conviction List" with 10% upside potential [--] stocks total. High margins & strong balance sheet stable growth despite challenging market conditions. Is JNJ a defensive play in uncertain times #PharmaStocks #Investing" [X Link](https://x.com/GVDInvestor/status/1918010176214327670) 2025-05-01T18:30Z [--] followers, [--] engagements "@unusual_whales I believe we will see double beats from $AMZN and possibly $AAPL. Don't forget $EL $LLY and $MCD report today as well" [X Link](https://x.com/GVDInvestor/status/1918028571664109602) 2025-05-01T19:43Z [--] followers, [---] engagements "@12Henrietta US Based" [X Link](https://x.com/GVDInvestor/status/1918030173317845424) 2025-05-01T19:50Z [--] followers, [--] engagements "1/7 🧵 #EsteeLauder ( $EL )Q1 FY25 Highlights Net Sales: $3.36 B (4% YoY) Organic Net Sales: 5% GAAP Net Loss: $0.43 /shr Adj. EPS: $0.14 (beat $0.09 est.) Gross Margin: 75.0% (+310 bp YoY)" [X Link](https://x.com/GVDInvestor/status/1918031412273283235) 2025-05-01T19:54Z [--] followers, [--] engagements "1/7 🧵 #EliLilly ( $LLY ) Q1 [----] Highlights Revenue: $12.73 B +45% YoY GAAP EPS: $3.06 +23% YoY Adj. EPS: $3.34 +29% (beat $3.25 est.) Mounjaro Sales: $3.84 B Zepbound Sales: $2.31 B" [X Link](https://x.com/GVDInvestor/status/1918031845347999986) 2025-05-01T19:56Z [---] followers, [--] engagements "2/7 📈 Revenue Growth Q1 2025: $12.73 B vs. $8.78 B a year ago Driven by blockbuster GLP-1 franchisediabetes & weight-loss drugs continue to outpace market" [X Link](https://x.com/GVDInvestor/status/1918031847415590998) 2025-05-01T19:56Z [--] followers, [--] engagements "3/7 💸 Profit & EPS GAAP EPS: $3.06 (vs. $2.49) Adj. EPS: $3.34 (vs. $2.59) Adjustments include $1.72/share IPR&D charges. Strong core profitability despite heavy R&D spend" [X Link](https://x.com/GVDInvestor/status/1918031849143623935) 2025-05-01T19:56Z [--] followers, [--] engagements "4/7 🚀 Blockbuster Drug Sales Mounjaro: $3.84 B (+50% YoY) Zepbound: $2.31 B (+40% YoY) Combined they account for over 50% of total revenue growthsolidifying Lillys leadership in the GLP-1" [X Link](https://x.com/GVDInvestor/status/1918031850947174652) 2025-05-01T19:56Z [--] followers, [--] engagements "5/7 🧪 Pipeline & Investment Pipeline momentum: positive Phase [--] readout for oral GLP-1 candidate orforglipron. Announced $27 B U.S. manufacturing investment to bolster capacity and reduce supply-chain risk" [X Link](https://x.com/GVDInvestor/status/1918031852767531111) 2025-05-01T19:56Z [--] followers, [--] engagements "6/7 🔮 Guidance Cut & Market Reaction Revenue Guide: $5861 B (unchanged) Adj. EPS Guide: cut to $20.7822.28 (was $22.0523.55) Stock down 8% in pre-market on lowered profit outlook and CVS dropping Zepbound coverage" [X Link](https://x.com/GVDInvestor/status/1918031854541643913) 2025-05-01T19:56Z [--] followers, [--] engagements "7/7 🤔 Whats Your Take Lillys Q1 shows blockbuster growthbut guidance cut and competitive pricing pressure loom. Are you still bullish on the GLP-1 run Reply below 👇 #LLY #EarningsThread" [X Link](https://x.com/GVDInvestor/status/1918031856252952624) 2025-05-01T19:56Z [--] followers, [--] engagements "@12Henrietta No not a financial advisor just a retail trader who is not influenced by the day to day chaos of politics. I have a longer time horizon for stocks so short term stuff does not affect me" [X Link](https://x.com/GVDInvestor/status/1918033108680441918) 2025-05-01T20:01Z [--] followers, [--] engagements "@ceri_kate Good news for investors looking at the earnings reports the mass majority are still fearful. AAII investor sentiment is still insanely bearish even after all of the good news. A lot of money to be made in this market" [X Link](https://x.com/GVDInvestor/status/1918040157317484857) 2025-05-01T20:29Z [--] followers, [--] engagements "$ABBV rebound on Skyrizi & Rinvoq beats earnings. 9% YTD 3.36% div yield. $UNH penalty box -20% YTD w/ profitability warning. $BKNG beat Q1 tariffs impact potential. Risk for travel stocks as recession threat looms. #HealthCare #StockMarket" [X Link](https://x.com/GVDInvestor/status/1918047910802968775) 2025-05-01T21:00Z [---] followers, [---] engagements "$BRK.B up 17% in [----] near 52-week high. $AAPL beats down after hours P/E [-----]. Amazon post-earnings down P/E [--]. Uber up 11% in month 34% YTD. $CVX down 19% from high dividend 5%. $XOM down 16% from high dividend 3.74%. How will oil earnings impact market #TechStocks #Earnings" [X Link](https://x.com/GVDInvestor/status/1918085674927821119) 2025-05-01T23:30Z [--] followers, [---] engagements "@unusual_whales Yes I also expect $AAPL to stay relatively flat until the end of the year. They had a double beat but nothing crazy coming out in terms of new product for people to be excited about" [X Link](https://x.com/GVDInvestor/status/1918156676185682069) 2025-05-02T04:12Z [--] followers, [--] engagements "@Stocktwits @StockSavvyShay $AAPL Just posted [---] Billion in revenue with [--] billion in profit. Tariffs will be passed on to the consumer but even if they ate the tariff its not even one percent of their quarterly revenue" [X Link](https://x.com/GVDInvestor/status/1918161261017154012) 2025-05-02T04:30Z [--] followers, [--] engagements "$AMZN beats earnings expectations; Q2 guidance remains soft due to tariff worries. Wall Street remains bullish despite post-earnings drop. Deutsche Bank Goldman Sachs Citi JPMorgan BofA Barclays UBS Morgan Stanley give price targets implying 10-31% upside. #TechStocks #Earnings" [X Link](https://x.com/GVDInvestor/status/1918259293024915738) 2025-05-02T11:00Z [--] followers, [---] engagements "$AZO upgraded to outperform by Oppenheimer with PT of $4600 (23% upside). Auto parts retail discount valuation & tariff benefits key drivers. Commercial sector pivot could boost sales amid tariffs. Is AutoZone set for a rally #AutoZone #Tariffs #Stocks" [X Link](https://x.com/GVDInvestor/status/1918274398978535555) 2025-05-02T12:00Z [---] followers, [--] engagements "Berkshire Hathaway sold $134B in stock cash at $334.2B. Will Warren Buffett share plans for deals amid market turmoil and tariff fears at Berkshire Hathaway mtg Apple stake stable at 300M shares. Tune in Sat for insights. #WarrenBuffett #BerkshireMeeting" [X Link](https://x.com/GVDInvestor/status/1918281961887486321) 2025-05-02T12:30Z [--] followers, [--] engagements "$TSM overweight rating with price target NT$1288.00 (42% upside). Strong AI spending by Meta & Microsoft eases concerns. TSM YTD -12%. Overhangs removed tariffs likely absorbed by customers. Is TSM set to rebound #TechStocks #AI" [X Link](https://x.com/GVDInvestor/status/1918312177045303730) 2025-05-02T14:30Z [--] followers, [--] engagements "$SPA shares down 9% YTD despite Q1 beat. Sphere Entertainment MSGE and OneSpa picked up during downturn. Norwegian Cruise Lines undervalued at PE single digits - potential long-term play per Ariel Investments' John Rogers. Will cruise industry rebound #Investing #Stocks" [X Link](https://x.com/GVDInvestor/status/1918319722564628704) 2025-05-02T15:00Z [---] followers, [---] engagements "$MPWR beats Q1 EPS & revenue Q2 outlook strong with $640-660M. Analysts bullish on diversified markets & growth potential - is MPWR set to outperform semiconductors $NVDA #TechStocks #Semiconductors" [X Link](https://x.com/GVDInvestor/status/1918327244524527807) 2025-05-02T15:30Z [---] followers, [--] engagements "$PEP vs $KO ratio at extreme lows vs history. 10/20/40-year charts show opportunity for countertrend move. Mean reversion play here and now #Stocks #PairTrade" [X Link](https://x.com/GVDInvestor/status/1918365001535947261) 2025-05-02T18:00Z [--] followers, [--] engagements "1/7 🧵 #ExxonMobil ( $XOM )Q1 [----] Highlights Revenue: $83.13 B flat YoY (beat $78.33 B est.) EPS: $1.76 vs. $1.75 expected Op CF: $13.0 B Free CF: $8.8 B" [X Link](https://x.com/GVDInvestor/status/1918489035485438160) 2025-05-03T02:13Z [--] followers, [--] engagements "$MSFT is overbought with an RSI of [-----] analysts see 15% upside. Palantir Netflix and VeriSign also overbought. UnitedHealth and Church & Dwight oversold with RSIs of [-----] and [-----]. #TechStocks #RSI #Investing https://cnb.cx/3hDYCRF https://cnb.cx/3hDYCRF" [X Link](https://x.com/GVDInvestor/status/1918672309126037558) 2025-05-03T14:21Z [--] followers, [--] engagements "$MSFT among most overbought stocks with RSI of [-----]. Analysts see 15% upside potential. Others include $PLTR $NFLX $VRSN. Some may see pullback. #TechStocks #ArtificialIntelligence #StockMarketImpact https://www.cnbc.com/2025/05/03/these-overbought-stocks-could-be-due-for-a-pause.html https://www.cnbc.com/2025/05/03/these-overbought-stocks-could-be-due-for-a-pause.html" [X Link](https://x.com/GVDInvestor/status/1918674563828699201) 2025-05-03T14:30Z [---] followers, [--] engagements "5/7 🏭 Segment Highlights (Op Earnings) Insurance-Underwriting: $1.336 B vs $2.598 B Insurance-Investment Income: $2.893 B vs $2.598 B BNSF Railway: $1.214 B vs $1.143 B BHE: $1.097 B vs $0.717 B Manufacturing/Retail: $3.060 B vs $3.088 B" [X Link](https://x.com/GVDInvestor/status/1918676880598630453) 2025-05-03T14:39Z [--] followers, [--] engagements "6/7 📝 EPS Metrics Class A: $3200 vs $8825 Class B: $2.13 vs $5.88 Pershare earnings skewed by volatile unrealized gains/lossesBuffetts favoured operating earnings down only 14%" [X Link](https://x.com/GVDInvestor/status/1918676882276434312) 2025-05-03T14:39Z [--] followers, [--] engagements "@unusual_whales Consumers pre-ordered but at the end of the day $META crushed earnings and they do not sell many physical products. Industry will continue to move forward once the tariff policy cools. Things seem to be settled now and on the rise #Bullish" [X Link](https://x.com/GVDInvestor/status/1918806953158930472) 2025-05-03T23:16Z [--] followers, [--] engagements "$T $PM $TXN highlighted as top dividend stocks by Wall Street analysts. AT&T raises buybacks 4.0% yield; Philip Morris grows smoke-free line 3.2% yield; Texas Instruments beats estimates 3.3% yield. Analysts bullish on long-term prospects. #DividendStocks #Earnings https://www.cnbc.com/2025/05/04/wall-street-analysts-are-bullish-on-these-3-dividend-stocks-for-stable-returns.html https://www.cnbc.com/2025/05/04/wall-street-analysts-are-bullish-on-these-3-dividend-stocks-for-stable-returns.html" [X Link](https://x.com/GVDInvestor/status/1918991802012434617) 2025-05-04T11:31Z [---] followers, [---] engagements "$DKS bullish on youth sports app GameChanger key growth driver surpassing $100M revenue in [----]. Analysts target $273 41% upside. Youth sports tailwind driving potential. #Retail #YouthSports https://www.cnbc.com/2025/05/04/dicks-sporting-goods-is-unlocking-the-power-of-youth-sports-with-this-business.html https://www.cnbc.com/2025/05/04/dicks-sporting-goods-is-unlocking-the-power-of-youth-sports-with-this-business.html" [X Link](https://x.com/GVDInvestor/status/1918999364959117375) 2025-05-04T12:01Z [---] followers, [--] engagements "$NFLX hits all-time high added to JPMorgan's favorite stocks list for May. Analysts expect global TV leader to continue growth. #Streaming #Stocks https://www.cnbc.com/2025/05/04/jpmorgans-favorite-stocks-heading-into-may.html https://www.cnbc.com/2025/05/04/jpmorgans-favorite-stocks-heading-into-may.html" [X Link](https://x.com/GVDInvestor/status/1919006887351079032) 2025-05-04T12:31Z [--] followers, [--] engagements "$EQT upgraded to buy by UBS analyst $64 price target 23.4% upside. Natural gas demand & acquisitions could drive further gains. #EnergyStocks #Investing https://www.cnbc.com/2025/05/05/ubs-says-this-energy-stock-is-primed-for-even-more-gains-ahead.html https://www.cnbc.com/2025/05/05/ubs-says-this-energy-stock-is-primed-for-even-more-gains-ahead.html" [X Link](https://x.com/GVDInvestor/status/1919339084901654741) 2025-05-05T10:31Z [--] followers, [--] engagements "$OKTA bullish as Loop Capital initiates buy with $140 PT 24% upside. Positioned to lead in AI-driven identity security market surge. Analyst predicts accelerated growth in H2 [----]. Strong outlook as potential tech bellwether. #TechStocks #AI #Earnings #Markets https://www.cnbc.com/2025/05/05/this-tech-stock-could-become-a-bellwether-as-ai-use-proliferates-loop-capital-says.html https://www.cnbc.com/2025/05/05/this-tech-stock-could-become-a-bellwether-as-ai-use-proliferates-loop-capital-says.html" [X Link](https://x.com/GVDInvestor/status/1919354184744235026) 2025-05-05T11:31Z [--] followers, [--] engagements "$TSLA holds $BE upgraded $AAPL overweight $SHC buy $EQM buy $POR buy $BRK buy $OKTA buy $WEN overweight tech stocks stick. Analysts optimistic in Monday calls. #StockMarket #AnalystCalls https://www.cnbc.com/2025/05/05/mondays-top-wall-street-analyst-calls-like-nvidia.html https://www.cnbc.com/2025/05/05/mondays-top-wall-street-analyst-calls-like-nvidia.html" [X Link](https://x.com/GVDInvestor/status/1919369309148574064) 2025-05-05T12:31Z [---] followers, [---] engagements "$WEN upgraded by JPMorgan to Overweight despite pulling back citing value-oriented opportunity with 19% upside potential. Analyst expects healthy FCF growth potential int'l expansion. #Investing #Stocks https://www.cnbc.com/2025/05/05/one-burger-chain-offers-a-value-oriented-opportunity-jpmorgan-says.html https://www.cnbc.com/2025/05/05/one-burger-chain-offers-a-value-oriented-opportunity-jpmorgan-says.html" [X Link](https://x.com/GVDInvestor/status/1919376830441607492) 2025-05-05T13:01Z [--] followers, [--] engagements "Two big #stocks I am looking forward to today for earnings are $HIMS and $PLTR. I will also be watching $F and $L to see how this quarter went for Automotive and Housing but Most Important I want to see their Guidance specifically from #Loews" [X Link](https://x.com/GVDInvestor/status/1919385142281273571) 2025-05-05T13:34Z [--] followers, [---] engagements "$SHC upgraded to buy by Goldman Sachs target $17 37.3% upside. Uniquely insulated from Trump's tariffs exposure to pharma & med devices make it attractive. Analysts split [--] buys [--] holds. 4% rise today. #HealthStocks #MarketInsights https://www.cnbc.com/2025/05/05/goldman-sachs-says-this-little-known-health-stock-can-withstand-volatile-macro-environment.html https://www.cnbc.com/2025/05/05/goldman-sachs-says-this-little-known-health-stock-can-withstand-volatile-macro-environment.html" [X Link](https://x.com/GVDInvestor/status/1919421997827694812) 2025-05-05T16:00Z [---] followers, [--] engagements "$WOR a tariff-proof stock with US manufacturing set for outperformance. Canaccord upgrades to buy PT $67 23% upside. Unique advantage in high-tariff environment low China exposure. Hidden gem for savvy investors. #Tariffs #Manufacturing https://www.cnbc.com/2025/05/05/this-domestic-manufacturer-may-gain-from-tariffs-canaccord-genuity-says.html https://www.cnbc.com/2025/05/05/this-domestic-manufacturer-may-gain-from-tariffs-canaccord-genuity-says.html" [X Link](https://x.com/GVDInvestor/status/1919436625341296827) 2025-05-05T16:58Z [--] followers, [--] engagements "@KiaraBell07 Two very different business models for sure but given that $TSLA is making a big bet on the cyber Cab. $UBER is going to be a serious contender as they fight off $GOOG's Waymo and $AMZN's Zoox. #Uber would need to fight off [--] of the Mag [--] to do this which could be tough" [X Link](https://x.com/GVDInvestor/status/1919441026239910317) 2025-05-05T17:16Z [--] followers, [---] engagements "@KiaraBell07 $CRWD is in cyber security which the demand is ever increasing. But they face threats from constant hacking and advanced ai-driven attacks. But once #Crowdstrike is a company's cybersecurity firm it is difficult to replace. I think $CRWD is a better play in the long term" [X Link](https://x.com/GVDInvestor/status/1919441675283214566) 2025-05-05T17:18Z [--] followers, [--] engagements "@KaylaWort Current holdings: $AMZN $GOOG $META $AMD $HIMS $PYPL $SHOP $SOFI $CELH $ELF among a few others" [X Link](https://x.com/GVDInvestor/status/1919442394073714690) 2025-05-05T17:21Z [--] followers, [---] engagements "$META climbs as Blackstone's Gray sees robust AI data center demand despite tariff concerns. Confidence in AI trade intact following Meta and Microsoft earnings. Electricity needs and commercial real estate recovery key points. #AI #TechStocks https://www.cnbc.com/2025/05/05/blackstone-president-sees-a-ton-of-ai-data-center-demand-commercial-real-estate-recovery.html https://www.cnbc.com/2025/05/05/blackstone-president-sees-a-ton-of-ai-data-center-demand-commercial-real-estate-recovery.html" [X Link](https://x.com/GVDInvestor/status/1919448422492278914) 2025-05-05T17:45Z [--] followers, [--] engagements "$BRK.A undergoing shift as Warren Buffett steps back Greg Abel takes reins. Stock likely volatile Buffett premium to be extracted short-term. Abel pledges to continue Buffett's patient value investment style. Analysts anticipate buybacks potential dividends. #BRK #Investing https://www.cnbc.com/2025/05/05/what-happens-to-the-buffett-premium-in-berkshires-stock.html https://www.cnbc.com/2025/05/05/what-happens-to-the-buffett-premium-in-berkshires-stock.html" [X Link](https://x.com/GVDInvestor/status/1919463545932013747) 2025-05-05T18:45Z [--] followers, [--] engagements "@unusual_whales I will have a full breakdown of $PLTR $HIMS $F and $L today on my channel once the reports come out. Stay tuned" [X Link](https://x.com/GVDInvestor/status/1919475004971835691) 2025-05-05T19:31Z [--] followers, [---] engagements "1/7 🧵 #LoewsCorp ( $L )Q1 [----] Highlights Net Income: $370 M vs. $457 M a year ago EPS: $1.74 vs. $2.05 in Q1 [----] Book Value/sh (exAOCI): $89.74 vs. $88.18 at yearend" [X Link](https://x.com/GVDInvestor/status/1919487580317307141) 2025-05-05T20:21Z [--] followers, [--] engagements "$DJI & $SPX break win streak down from highs. Nvidia's CEO on CNBC stock up 21% in a month. Canadian PM meets Trump iShares MSCI Canada ETF up 11% in the last month. Gold & Oil updates. Follow for more insights. #StockMarket #TradeNews https://www.cnbc.com/2025/05/05/tuesdays-big-stock-stories-whats-likely-to-move-the-market.html https://www.cnbc.com/2025/05/05/tuesdays-big-stock-stories-whats-likely-to-move-the-market.html" [X Link](https://x.com/GVDInvestor/status/1919539034029773083) 2025-05-05T23:45Z [--] followers, [--] engagements "$WMT poised to thrive regardless of economic conditions says Wells Fargo. Target price $108 8% upside potential. Analyst Kelly highlights Walmart's offense/defense strategy amid tariff disruptions. Solid Q report expected. #RetailStocks #EconomicOutlook https://www.cnbc.com/2025/05/06/this-retailer-wins-no-matter-the-economic-backdrop-says-wells-fargo.html https://www.cnbc.com/2025/05/06/this-retailer-wins-no-matter-the-economic-backdrop-says-wells-fargo.html" [X Link](https://x.com/GVDInvestor/status/1919739105178468756) 2025-05-06T13:00Z [--] followers, [--] engagements "Earnings after the bell: $AMD $SMCI $RIVN $CELH $WYNN $LCID Stay Tuned and Follow for more #stocks news and reports" [X Link](https://x.com/GVDInvestor/status/1919825902369726483) 2025-05-06T18:45Z [---] followers, [---] engagements "1/7 🧵 #MarriottInternational ( $MAR ) Q1 [----] Highlights Revenue: $6.26 B +5% YoY Net Income: $665 M +18% YoY Diluted EPS: $2.39 Adjusted EPS: $2.32 (beat $2.25 est.) RevPAR: +4.1% WW" [X Link](https://x.com/GVDInvestor/status/1919827265388462279) 2025-05-06T18:51Z [--] followers, [--] engagements "1/7 🧵 #AdvancedMicroDevices $AMD Q1 [----] Highlights Revenue: $7.4 B +36% YoY (beat $7.1 B est.) GAAP Net Income: $709 M Diluted EPS: $0.44 (beat $0.42 est.) NonGAAP EPS: $0.96 (beat $0.94 est.)" [X Link](https://x.com/GVDInvestor/status/1919855035615199443) 2025-05-06T20:41Z [---] followers, [---] engagements "1/7 🧵 #Rivian $RIVN Q1 [----] Highlights Revenue: $1.24 B +3% YoY (FactSet est. $983.7 M) Adj. EPS: $0.41 (beat $0.76 est.) Gross Profit: $206 M (2nd straight quarter)" [X Link](https://x.com/GVDInvestor/status/1919856745746223290) 2025-05-06T20:48Z [---] followers, [---] engagements "2/7 📈 Revenue Growth Q1 25: $1.24 B vs $1.20 B in Q1 [--] (+3%) Outpaced consensus despite a tougher comparison base" [X Link](https://x.com/GVDInvestor/status/1919856748174704990) 2025-05-06T20:48Z [--] followers, [--] engagements "Just some thoughts here. In the stocks I own I am most excited for these three the most and the third one is a hot take. $AMD $HIMS $CELH I think #AMD and #HIMS are set to rip to the upside especially AMD even at current prices" [X Link](https://x.com/GVDInvestor/status/1919921477773611162) 2025-05-07T01:05Z [---] followers, [---] engagements "For #Celsius I think it can double from here. The Alani Nu revenue isnt even in this quarter and their merger is complete. They are about to explode in revenue" [X Link](https://x.com/GVDInvestor/status/1919921480172806438) 2025-05-07T01:05Z [---] followers, [--] engagements "@JPATrades $AMD is going up their M3 chips havent even dropped yet and the report was a banger" [X Link](https://x.com/GVDInvestor/status/1919940156838084918) 2025-05-07T02:19Z [---] followers, [---] engagements "$WYNN upgraded to buy with $100 PT 20% upside potential post UAE casino launch. Analyst expects growth in ME market driving diversification away from Macau. Stock up 3% on news. #Casinos #GrowthPotential https://www.cnbc.com/2025/05/07/buy-this-casino-stock-as-it-breaks-into-the-middle-east-market-bank-of-america-says.html https://www.cnbc.com/2025/05/07/buy-this-casino-stock-as-it-breaks-into-the-middle-east-market-bank-of-america-says.html" [X Link](https://x.com/GVDInvestor/status/1920086356216193385) 2025-05-07T12:00Z [--] followers, [--] engagements "3/7 💰 Profit & EPS Net Income: $72.7 M vs. $144.2 M (49.6%) Adj. EPS: $1.07 vs. $1.19 expected VIP hold variance in Macau cut casino profitability" [X Link](https://x.com/GVDInvestor/status/1920117983394893891) 2025-05-07T14:06Z [--] followers, [--] engagements "4/7 🎲 Casino Metrics VIP Hold: unusually high wins by gamblers in Macau Market Share: held steady within target range Table Play: down midsingle digits VIP volatility remains a key earnings swing factor" [X Link](https://x.com/GVDInvestor/status/1920117985114526095) 2025-05-07T14:06Z [--] followers, [--] engagements "@StockSavvyShay I posted a full break down on $UBER Earnings but we got a pretty good EPS beat SLIGHT Miss on #UBER sales but not bad considering the economic environment over the last [--] months" [X Link](https://x.com/GVDInvestor/status/1920120317164265708) 2025-05-07T14:15Z [---] followers, [---] engagements "@alc2022 Remember $UBER and #Waymo (owned by $GOOG) have a partnership. I would say its not bearish for $TSLA but its not roses. #Tesla has not had a single paid ride and they want to deploy CyberCab by June with full scale production in [----]. Waymo will have a massive head start" [X Link](https://x.com/GVDInvestor/status/1920122838398181406) 2025-05-07T14:25Z [---] followers, [---] engagements "$ANET beats Q1 estimates with earnings of [--] cents per share on $2 billion revenue. Goldman Sachs sees 27% upside potential to $115 while BofA predicts 43% rally to $130 driven by cloud computing & AI growth. Tariff concerns linger. #CloudComputing #AI #Stocks https://www.cnbc.com/2025/05/07/goldman-and-bank-of-america-see-30percent-plus-upside-for-this-under-the-radar-ai-play.html https://www.cnbc.com/2025/05/07/goldman-and-bank-of-america-see-30percent-plus-upside-for-this-under-the-radar-ai-play.html" [X Link](https://x.com/GVDInvestor/status/1920127897500533066) 2025-05-07T14:45Z [---] followers, [--] engagements "$META & $NFLX beat expectations with strong earnings and raised outlooks for [----] poised to weather tariff storm according to Wolfe Research. Analysts bullish on Meta with 18% upside potential Netflix facing slight downside risk. #Earnings #Stocks https://www.cnbc.com/2025/05/07/these-stocks-recent-earnings-show-they-can-ride-out-the-tariff-storm-says-wolfe-research.html https://www.cnbc.com/2025/05/07/these-stocks-recent-earnings-show-they-can-ride-out-the-tariff-storm-says-wolfe-research.html" [X Link](https://x.com/GVDInvestor/status/1920143001306767443) 2025-05-07T15:45Z [---] followers, [--] engagements "$DIS beats earnings and raises full-year guidance. Analysts bullish on Disney's potential with streaming uptick. Price targets range from $105 to $140. #Earnings #Streaming #Investing https://www.cnbc.com/2025/05/07/disneys-beat-and-raise-quarter-has-analysts-upbeat-about-further-gains.html https://www.cnbc.com/2025/05/07/disneys-beat-and-raise-quarter-has-analysts-upbeat-about-further-gains.html" [X Link](https://x.com/GVDInvestor/status/1920173178623578235) 2025-05-07T17:45Z [---] followers, [--] engagements "Looks like Fed and #JeromePowell is holding rates steady. Looks like we will see if the [--] year yield changes and how mortgage rates reflect this news https://www.reuters.com/world/fed-meeting-latest-powell-expected-keep-rates-steady-inflation-concern-2025-05-07/ https://www.reuters.com/world/fed-meeting-latest-powell-expected-keep-rates-steady-inflation-concern-2025-05-07/" [X Link](https://x.com/GVDInvestor/status/1920185736743023061) 2025-05-07T18:35Z [---] followers, [--] engagements "$GOOGL facing challenges with AI in search Crowdstrike performs well with 23% ARR growth Uber bullish on autonomous future Reddit a concern for Google per Josh Brown. $BRK for long-term success Shake Shack expansion plan positive. #TechStocks #Earnings https://www.cnbc.com/2025/05/07/josh-brown-on-google-losing-its-money-printing-machine-and-why-hes-forever-long-berkshire.html https://www.cnbc.com/2025/05/07/josh-brown-on-google-losing-its-money-printing-machine-and-why-hes-forever-long-berkshire.html" [X Link](https://x.com/GVDInvestor/status/1920188356413039014) 2025-05-07T18:45Z [---] followers, [---] engagements "$MCD is approaching all-time highs at $325 eyeing a breakout to $350. With strong technical indicators and a history of big moves after breaking 50-day MA the stock looks poised for more gains. Will it break out or face a fade #StockMarket #TechnicalAnalysis https://www.cnbc.com/2025/05/07/mcdonalds-is-on-the-verge-of-a-bullish-breakout-according-to-the-charts.html https://www.cnbc.com/2025/05/07/mcdonalds-is-on-the-verge-of-a-bullish-breakout-according-to-the-charts.html" [X Link](https://x.com/GVDInvestor/status/1920192129004953940) 2025-05-07T19:00Z [---] followers, [--] engagements "1/7 🧵 #UnitySoftware $U Q1 [----] Highlights Revenue: $435 M (6% YoY) GAAP Net Loss: $78 M (18% margin) Adj. EPS: $0.24 (beat $0.12 est.) Adj. EBITDA: $84 M (19% margin) Free Cash Flow: $7 M vs. $15 M in Q1 24" [X Link](https://x.com/GVDInvestor/status/1920202199646281765) 2025-05-07T19:40Z [---] followers, [--] engagements "We have a couple earnings reports coming after the bell stay tuned for $RKT $DKNG and $LYFT" [X Link](https://x.com/GVDInvestor/status/1920202555247788136) 2025-05-07T19:42Z [---] followers, [---] engagements "6/7 🚀 Strategic Highlights Signed four major licensing agreementsexpands Armv9 footprint AI-edge migration driving design wins in data centers & IoT Energy-efficient compute leadership underpins long-term royalty growth" [X Link](https://x.com/GVDInvestor/status/1920218337906209276) 2025-05-07T20:45Z [---] followers, [--] engagements "7/7 🤔 Market Takeaway Arm outpaced expectations with nearly 40% revenue growth record licensing gains and a 67% jump in adjusted EPSbut gave a cautious Q2 guide. Will AI-driven cloud & edge demand keep the momentum rolling Reply below Like and follow for more" [X Link](https://x.com/GVDInvestor/status/1920218339755917689) 2025-05-07T20:45Z [---] followers, [--] engagements "1/7 🧵 #ZillowGroup $Z Q1 [----] Results Revenue: $598 M vs. $588 M est. (+11% YoY) GAAP Net Income: $8 M vs. $9 M loss est. Adjusted EPS: $0.41 vs. $0.37 est. Zillow swung to its first quarterly GAAP profit since [----] defying a tough housing market" [X Link](https://x.com/GVDInvestor/status/1920219943179604283) 2025-05-07T20:51Z [----] followers, [---] engagements "2/7 📈 Top-Line & Profit Revenue growth: driven by higher engagement across listings rentals and mortgage tools Net Income: $8 M (0.03 EPS) vs. $9 M loss expected Adjusted EBITDA beat consensus on cost discipline and scale" [X Link](https://x.com/GVDInvestor/status/1920219945683623949) 2025-05-07T20:51Z [---] followers, [--] engagements "3/7 💵 EPS Deep Dive GAAP EPS: $0.03 vs. $0.02 est. Adjusted EPS: $0.41 vs. $0.37 est. Adjustments exclude stock-based comp and restructuring highlighting core profitability" [X Link](https://x.com/GVDInvestor/status/1920219947973648705) 2025-05-07T20:51Z [---] followers, [--] engagements "It is high at [--] P/E but $NVDA is at [--] P/E. $AMD is at [---] P/E and is trading at that level and slightly higher after earnings because their guidance for Q2 was strong compared to a weak one by $ARM. I agree multiples are high but that is okay if you are projecting more growth" [X Link](https://x.com/GVDInvestor/status/1920230668983742526) 2025-05-07T21:34Z [---] followers, [---] engagements "@unusual_whales $DIS earnings came in strong. Very nice for them but keep in mind they are set to acquire 70% of $FUBO as well. Follow for more predictions on stocks" [X Link](https://x.com/GVDInvestor/status/1920231323941154872) 2025-05-07T21:36Z [---] followers, [---] engagements "$MOS beats expectations with an upgrade to outperform 26.7% upside potential by RBC analyst Wong. Phosphate market tight favorable catalysts ahead. Will momentum continue #Stocks #Mining #Investing #MarketOutlook https://www.cnbc.com/2025/05/08/buy-this-outperforming-mining-stock-that-has-more-than-20percent-upside-rbc-says.html https://www.cnbc.com/2025/05/08/buy-this-outperforming-mining-stock-that-has-more-than-20percent-upside-rbc-says.html" [X Link](https://x.com/GVDInvestor/status/1920418656778846495) 2025-05-08T10:01Z [---] followers, [--] engagements "$COTY downgraded by Deutsche Bank due to weak earnings & guidance. Tariffs & tough US market add pressure. Analyst sees potential upside but challenges remain. #BeautyStocks #TariffImpact https://www.cnbc.com/2025/05/08/deutsche-bank-steps-to-the-sidelines-on-this-beauty-supplier-amid-tariff-concerns.html https://www.cnbc.com/2025/05/08/deutsche-bank-steps-to-the-sidelines-on-this-beauty-supplier-amid-tariff-concerns.html" [X Link](https://x.com/GVDInvestor/status/1920445032978423950) 2025-05-08T11:45Z [---] followers, [--] engagements "@Ashton_1nvests Agreed but as long as you are positioned within your risk tolerance that 5-6X is worth the risk" [X Link](https://x.com/GVDInvestor/status/1920470716438167843) 2025-05-08T13:27Z [---] followers, [---] engagements "Stay tuned and follow today for more earnings breakdowns: $SHOP $MNST $COIN $RKT $DKNG $RKLB $LYFT" [X Link](https://x.com/GVDInvestor/status/1920473193627763000) 2025-05-08T13:37Z [---] followers, [---] engagements "Barclays upgrades $IFF to overweight cites strong entry point amid market volatility. RBC boosts $MOS to outperform on tight phosphate market. Analysts weigh in on top #StockMarket calls & upgrades/downgrades. Read more: https://www.cnbc.com/2025/05/08/top-wall-street-analyst-calls-thursday-like-nvidia.html https://www.cnbc.com/2025/05/08/top-wall-street-analyst-calls-thursday-like-nvidia.html" [X Link](https://x.com/GVDInvestor/status/1920475210593038459) 2025-05-08T13:45Z [----] followers, [--] engagements "#Pelotons ( $PTON )Q1 FY25: The Turnaround Quarter When new CEO Peter Stern took the helm on January [--] Peloton faced a pivotal moment: hardware sales had settled back to pre-pandemic levels subscription growth was plateauing and cash burn threatened the companys runway. In Q1 FY25 Peloton delivered exactly what the market neededproof that the long-promised shift from bike maker to fitness-software platform can work. [--]. Revenue Mix: Normalizing Hardware Growing Subscriptions Total revenue: $586.0 million essentially flat (1.6% YoY) and just above Pelotons $560580 million guide Connectedfitness" [X Link](https://x.com/GVDInvestor/status/1920475768255115689) 2025-05-08T13:47Z [---] followers, [--] engagements "#HonestCompany $HNST Q1 2025: Clean Growth Expanded Margins & First-Quarter Profit When CEO Carla Vernn and new CFO Curtiss Bruce stepped up The Honest Company faced pressure to prove that clean consumer brands can also deliver on dollars and cents. In Q1 [----] Honest not only grew revenue but swung to net incomeunderscoring the strength of its omnichannel personal-care portfolio. [--]. Top-Line Acceleration Revenue: $97.25 M up 12.8% YoY from $86.22 M a year ago Consumption Growth: 8% YoY with some timing-related shipment pull-forwards Revenue outpaced household consumption growth driven by" [X Link](https://x.com/GVDInvestor/status/1920487956806095064) 2025-05-08T14:36Z [---] followers, [---] engagements "$EYE upgraded to buy with new target of $22 up 41% from yesterday's close. Positive signs in eyewear company's strategic initiatives driving results analyst says. Could this momentum continue #StockUpgrade #Eyewear #Investing https://www.cnbc.com/2025/05/08/bank-of-america-double-upgrades-this-little-known-eye-care-stock.html https://www.cnbc.com/2025/05/08/bank-of-america-double-upgrades-this-little-known-eye-care-stock.html" [X Link](https://x.com/GVDInvestor/status/1920490311848960339) 2025-05-08T14:45Z [---] followers, [--] engagements "@Tech_Investor20 $HIMS bringing on $AMZN's Nader Kabbani as COO is probably the biggest news from the earnings. People make companies. And #Amazon executives are REALLY good at what they do. I am excited to see what he brings to the table #Bullish" [X Link](https://x.com/GVDInvestor/status/1920498297250168967) 2025-05-08T15:17Z [---] followers, [---] engagements "$EBAY is a value play in the consumer discretionary sector trading below peers with consistent revenue growth. CEO optimistic on facing tariffs stock forming support above 200-day MA. Stay tuned for more insights 📈💼 #ValueStocks #TradeWarWinner #StockMarketImpact https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html" [X Link](https://x.com/GVDInvestor/status/1920509182580515174) 2025-05-08T16:00Z [---] followers, [--] engagements "$EBAY a possible trade war winner. P/E ratio: trailing 17x forward 12x. CEO confident on tariffs impact. Stock 13% below all-time highs forming support. Will this trend continue for the eBay's durable stock #TradeWar #RetailStocks https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html" [X Link](https://x.com/GVDInvestor/status/1920520516164604264) 2025-05-08T16:45Z [---] followers, [--] engagements "$NVDA remains a top AI play despite tariffs says analyst Dan Ives. $BIDU & Snowflake also key names in AI revolution. #AI #TechStocks https://www.cnbc.com/2025/05/08/dan-ives-names-his-favorite-ways-to-play-the-ai-revolution-from-here.html https://www.cnbc.com/2025/05/08/dan-ives-names-his-favorite-ways-to-play-the-ai-revolution-from-here.html" [X Link](https://x.com/GVDInvestor/status/1920535614572650736) 2025-05-08T17:45Z [---] followers, [--] engagements "$COIN is breaking out as Bitcoin retests $100000 fueled by recent news & technical patterns. Weekly PPO indicator signals further upside for #Crypto. More insights on this bullish trend: https://www.cnbc.com/2025/05/08/this-stock-tied-to-crypto-is-breaking-out-as-bitcoin-retests-100000-level-according-to-the-charts.html https://www.cnbc.com/2025/05/08/this-stock-tied-to-crypto-is-breaking-out-as-bitcoin-retests-100000-level-according-to-the-charts.html" [X Link](https://x.com/GVDInvestor/status/1920550748506431846) 2025-05-08T18:45Z [---] followers, [---] engagements "Bright spots within the energy sector during April despite overall declines MLPX fell 5.7% while CRAK dropped 3.5%. MLPX down 1% and CRAK up 4% YTD. Experts favor $EPD with 7% dividend yield while $WES offers 9.9% yield. Consider these for portfolio diversification. #EnergyStocks #Dividends https://www.cnbc.com/2025/05/08/one-income-producing-corner-of-the-energy-market-is-holding-up-well.html https://www.cnbc.com/2025/05/08/one-income-producing-corner-of-the-energy-market-is-holding-up-well.html" [X Link](https://x.com/GVDInvestor/status/1920565809048355047) 2025-05-08T19:45Z [----] followers, [---] engagements "1/7 🧵 #MonsterBeverage $MNST Q1 [----] Results Revenue: $1.854 B (2.4% YoY vs. $1.899 B) Net Income: $443 M (+0.2% YoY vs. $442 M) GAAP EPS: $0.45 vs. $0.42 prior year Adj. EPS: $0.47 beat $0.46 est" [X Link](https://x.com/GVDInvestor/status/1920578448457633893) 2025-05-08T20:35Z [---] followers, [--] engagements "1/7 🧵 #Lyft $LYFT Q1 [----] Results Gross Bookings: $4.20 B +13% YoY Revenue: $1.50 B +14% YoY Net Income: $2.6 M vs. $31.5 M a year ago Adj. EBITDA: $106.5 M (+79% YoY; 2.6% of bookings)" [X Link](https://x.com/GVDInvestor/status/1920578699180597375) 2025-05-08T20:36Z [---] followers, [--] engagements "4/7 💵 Cash Flow Strength Operating CF: $364 M Free Cash Flow: $356 M Robust cash generation underscores resilienceeven as digital-ad budgets tighten elsewhere" [X Link](https://x.com/GVDInvestor/status/1920579815960170562) 2025-05-08T20:41Z [---] followers, [--] engagements "5/7 🔮 Q2 [----] Outlook Revenue Guide: $960980 M vs. $966.3 M consensus Adj. EBITDA Guide: $217237 M (slightly below $233.1 M est.) Strong guide reflects confidence in ad spend traction and AI-driven ROI" [X Link](https://x.com/GVDInvestor/status/1920579817637822777) 2025-05-08T20:41Z [---] followers, [--] engagements "6/7 🔮 Q2 [----] Guidance Revenue: at least $682 M Adjusted EBITDA: $259 M Continues to prioritize profitable growth in a volatile macro backdrop" [X Link](https://x.com/GVDInvestor/status/1920580920194527380) 2025-05-08T20:45Z [---] followers, [--] engagements "7/7 🤔 Market Takeaway The Trade Desk outpaced the market with 25% sales growth margin expansion and a return to strong cash generationall on the back of open-internet innovation. Whats your take on TTDs ability to sustain this momentum Reply below Like and follow for more" [X Link](https://x.com/GVDInvestor/status/1920580921897725989) 2025-05-08T20:45Z [---] followers, [--] engagements "$BX poised for rebound down 18% YTD outperforming S&P [---]. Chief strategist cited oversold status potential for profit. #Blackstone #StockMarket https://www.cnbc.com/2025/05/08/this-financial-stock-is-poised-to-make-money-says-miller-tabaks-maley.html https://www.cnbc.com/2025/05/08/this-financial-stock-is-poised-to-make-money-says-miller-tabaks-maley.html" [X Link](https://x.com/GVDInvestor/status/1920580938464948524) 2025-05-08T20:45Z [---] followers, [--] engagements "1/7 🧵 #DraftKings $DKNG Q1 [----] Results Revenue: $1.409 B +20% YoY (vs. $1.175 B) Average Monthly Unique Payers: [---] M +28% YoY Cash & Equivalents: $1.10 B Shares Repurchased: [---] M for $149 M" [X Link](https://x.com/GVDInvestor/status/1920582069681283558) 2025-05-08T20:50Z [---] followers, [---] engagements "4/7 👥 Engagement & Retention Daily Active Users (Sportsbook): [---] M (+22% YoY) Retention at [--] days: 58% vs. 53% in Q1 [--] VTOK (Velocity of Take per K MUPs): +12% YoYshowing deeper monetization per user" [X Link](https://x.com/GVDInvestor/status/1920582074743878141) 2025-05-08T20:50Z [---] followers, [--] engagements "5/7 🏦 Balance Sheet & Cash Flow Operating Cash Flow: $190 M vs. $50 M a year ago Free Cash Flow: $160 M vs. $80 M Net Leverage: [---] EBITDA (vs. [---] in Q1 24) Strong cash generation and deleveraging underscore improving financial health" [X Link](https://x.com/GVDInvestor/status/1920582076258038102) 2025-05-08T20:50Z [---] followers, [--] engagements "6/7 🔮 Strategic Highlights Ohio Launch: Debuted mobile wagering April [----] adding [--] M in addressable population Cross-Sell Media: Added [--] M+ loyalty members via content partnerships with ESPN & Turner Tech Investment: Rolled out real-time in-game odds API to partners boosting revenue yield" [X Link](https://x.com/GVDInvestor/status/1920582077931794544) 2025-05-08T20:50Z [---] followers, [--] engagements "Fans paid over $100000 for signed Warren Buffett books auctioned at Berkshire Hathaway's annual meeting for charity. The event raised over $1.3 million for local shelter Stephen Center. #Charity #WarrenBuffett https://www.cnbc.com/2025/05/08/autographed-warren-buffett-books-fetch-as-much-as-100000-at-auction.html https://www.cnbc.com/2025/05/08/autographed-warren-buffett-books-fetch-as-much-as-100000-at-auction.html" [X Link](https://x.com/GVDInvestor/status/1920584704903835655) 2025-05-08T21:00Z [---] followers, [--] engagements "$EWU down 0.8% as U.S.-U.K. trade deal announced EWU up 15% in a month. Bitcoin hits $100K ARKK's Wood buying Nvidia. Russell [----] up 1.9%. #TradeDeal #Bitcoin #ETFs https://www.cnbc.com/2025/05/08/fridays-big-stock-stories-whats-likely-to-move-the-market.html https://www.cnbc.com/2025/05/08/fridays-big-stock-stories-whats-likely-to-move-the-market.html" [X Link](https://x.com/GVDInvestor/status/1920629981803155796) 2025-05-09T00:00Z [----] followers, [--] engagements "@MMMTwealth Currently $GOOG is trading at like [--] PE. Its so cheap right now it makes sense to load the boat for this anchor of a stock" [X Link](https://x.com/GVDInvestor/status/1920634054447100073) 2025-05-09T00:16Z [---] followers, [---] engagements "@HolySmokas $SOFI $HNST $FUBO" [X Link](https://x.com/GVDInvestor/status/1920634534523011141) 2025-05-09T00:18Z [---] followers, [----] engagements "$UBER vs. $LYFT Which are you bullish on I feel theres a clear winner. but maybe Im missing something" [X Link](https://x.com/GVDInvestor/status/1920637995033506290) 2025-05-09T00:32Z [---] followers, [----] engagements "@yvngbreezyyy_ Currently Im not buying dividend stocks just because Growth stocks are so cheap. I picked up $SHOP $AMZN $GOOG $HIMS and $META for ridiculously low prices. Dividend stocks are nice to buy when things are too overvalued. Right now we have too much undervalued" [X Link](https://x.com/GVDInvestor/status/1920640479474913569) 2025-05-09T00:42Z [---] followers, [---] engagements "@GrindeOptions I think we could reasonably see that by year end. If $SOFI comes through and beats earnings in Q2 and Q3 which they very well may. We could be looking at easily $20 a share" [X Link](https://x.com/GVDInvestor/status/1920641288329629888) 2025-05-09T00:45Z [---] followers, [---] engagements "1/7 🧵 #RocketLab $RKLB Q1 [----] Highlights Revenue: $122.6 M +32.1% YoY 7.4% QoQ GAAP EPS: $0.12 vs. $0.13 est. Launches: [--] Electron missions 100% success Neutron Win: Selected for $5.6 B U.S. Space Force NSSL Phase [--] Lane 1" [X Link](https://x.com/GVDInvestor/status/1920649250376913351) 2025-05-09T01:17Z [---] followers, [---] engagements "2/7 📊 Revenue & Growth Detail Q124: $92.8 M Q125: $122.6 M +32.1% YoY Sequential dip driven by mix shift to lower-priced Electron launches + satellite biz timing Top-end of guidance and beating the $121.4 M consensus" [X Link](https://x.com/GVDInvestor/status/1920649252482564154) 2025-05-09T01:17Z [---] followers, [--] engagements "@AlbanLena You make a great point those are the only two major players in the soda brand (Not factoring in energy drink companies like $MNST and $CELH). But it is clear that in the driver driven rideshare space $UBER is going to continue to dominate $LYFT for the foreseeable future" [X Link](https://x.com/GVDInvestor/status/1920661785826210014) 2025-05-09T02:07Z [---] followers, [---] engagements "@Boersenwunder True but uber has 10X more revenue and 7X less rides. They are also not rolling out autonomous vehicle rides until [----]. Dallas will be their first full city. That being said forward PE on $UBER is [--] compared to [--] on $LYFT" [X Link](https://x.com/GVDInvestor/status/1920766143712657845) 2025-05-09T09:01Z [---] followers, [---] engagements "From a valuation standpoint. $COIN has a forward PE of [--] where $HOOD is around [--]. I do not trade Crypto but I see why $COIN is better for crypto. Long term Im more excited for $HOOD because they are looking to be a fintech company similar to $SOFI. Disclosure. I am invested in $SOFI Not in $HOOD or $COIN" [X Link](https://x.com/GVDInvestor/status/1920770638320386201) 2025-05-09T09:19Z [---] followers, [---] engagements "$EXPE downgraded by Piper Sandler to underweight after disappointing earnings report. Price target cut to $135 implying a potential 20% drop. Analyst concerns about inbound travel trends. Shares down 10% post-report. #TravelStocks #Earnings https://www.cnbc.com/2025/05/09/stay-away-from-this-travel-booking-giant-after-its-latest-earnings-report-piper-sandler-warns.html https://www.cnbc.com/2025/05/09/stay-away-from-this-travel-booking-giant-after-its-latest-earnings-report-piper-sandler-warns.html" [X Link](https://x.com/GVDInvestor/status/1920837607241527657) 2025-05-09T13:45Z [---] followers, [--] engagements "@Ashton_1nvests I own those but I decided to buy $SHOP and $AMZN instead of $ADBE. I understand Ai could be a strength for them. I also see how Ai can erode #Adobe moat and more confident of how Ai will be a strength for $SHOP and $AMZN" [X Link](https://x.com/GVDInvestor/status/1920859395128172556) 2025-05-09T15:12Z [---] followers, [---] engagements "Exercise caution when investing in BBB-rated corporate bonds as interest coverage ratios dip below averages. Wells Fargo recommends selectivity favors financial telecom healthcare sectors due to healthy balance sheets. #Investing #CreditRisk https://www.cnbc.com/2025/05/09/proceed-with-caution-when-buying-these-corporate-bonds-wells-fargo.html https://www.cnbc.com/2025/05/09/proceed-with-caution-when-buying-these-corporate-bonds-wells-fargo.html" [X Link](https://x.com/GVDInvestor/status/1920947035823387053) 2025-05-09T21:00Z [---] followers, [--] engagements "$SHARK beats earning estimates plans to exit China stock surges 13%. Analysts raise price targets bullish on its growth potential. #ConsumerGoods #Investing https://www.cnbc.com/2025/05/09/this-consumer-products-stock-is-rushing-to-leave-china-and-wall-street-is-betting-it-can-pull-it-off.html https://www.cnbc.com/2025/05/09/this-consumer-products-stock-is-rushing-to-leave-china-and-wall-street-is-betting-it-can-pull-it-off.html" [X Link](https://x.com/GVDInvestor/status/1920958393268703343) 2025-05-09T21:45Z [---] followers, [--] engagements "Morgan Stanley picks $ORLY $PM $NFLX and more for significant upside post-earnings. Analysts bullish on O'Reilly raising PT to $1580 +14% YTD. #Stocks #Earnings https://www.cnbc.com/2025/05/10/five-stocks-with-major-upside-following-earnings-morgan-stanley-says.html https://www.cnbc.com/2025/05/10/five-stocks-with-major-upside-following-earnings-morgan-stanley-says.html" [X Link](https://x.com/GVDInvestor/status/1921184871478612275) 2025-05-10T12:45Z [---] followers, [--] engagements "$CRL cooperation deal with activist Elliott Investment Management signals potential for value creation through strategic review board changes and business restructuring. Analysts eyeing share price reversion and new opportunities. #ValueCreation #ActivistInvesting https://www.cnbc.com/2025/05/10/elliott-reaches-agreement-with-charles-river-3-ways-to-create-value.html https://www.cnbc.com/2025/05/10/elliott-reaches-agreement-with-charles-river-3-ways-to-create-value.html" [X Link](https://x.com/GVDInvestor/status/1921199950194491492) 2025-05-10T13:45Z [---] followers, [--] engagements "$WYNN & $OXY among top [--] S&P [---] companies insiders are buying revealing strong faith in their future. Find out why Wynn Resorts & Occidental Petroleum are on the radar #InsiderBuying #Stocks https://www.cnbc.com/2025/05/11/insiders-at-these-companies-are-buying-during-the-market-stress.html https://www.cnbc.com/2025/05/11/insiders-at-these-companies-are-buying-during-the-market-stress.html" [X Link](https://x.com/GVDInvestor/status/1921520855000973645) 2025-05-11T11:00Z [---] followers, [---] engagements "@marry19Ana Dont get me wrong $AAPL has strong recurring revenue. But in terms of growth $GOOG has more things like Waymo and Gemini that have insane upside" [X Link](https://x.com/GVDInvestor/status/1921698100474683810) 2025-05-11T22:45Z [---] followers, [--] engagements "@flinttrades What time frame I hope by [----] $SOFI is a $35 stock. [--] years out Im hoping for $50. $SOFI and $HOOD can lead this fintech banking revolution and become the next financial giants of the millennials Gen Z and Gen Alphas" [X Link](https://x.com/GVDInvestor/status/1921760646946824544) 2025-05-12T02:53Z [---] followers, [---] engagements "$TEVA upgraded to overweight by JPMorgan price target $23 (+35.9% upside) post $700M cost reduction plan. Analyst sees operating margin of 30% in [----] with strong growth potential. #PharmaStocks #CostCutting https://www.cnbc.com/2025/05/12/jpmorgan-says-buy-this-pharmaceutical-stock-following-cost-reduction-announcement.html https://www.cnbc.com/2025/05/12/jpmorgan-says-buy-this-pharmaceutical-stock-following-cost-reduction-announcement.html" [X Link](https://x.com/GVDInvestor/status/1921879499513217232) 2025-05-12T10:45Z [---] followers, [---] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@GVDInvestor GVDFather
GVDFather posts on X about $googl, $amd, $amzn, $mu the most. They currently have [-----] followers and [----] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -24%
- [--] Month [-------] +367%
- [--] Months [-------] -34%
Mentions: [--] #
- [--] Week [---] +27%
- [--] Month [---] +167%
- [--] Months [-----] -3%
Followers: [-----] #
- [--] Week [-----] +2.30%
- [--] Month [-----] +55%
- [--] Months [-----] +67%
CreatorRank: [-------] #
Social Influence
Social category influence stocks technology brands finance cryptocurrencies automotive brands countries social networks fashion brands currencies celebrities
Social topic influence $googl, $amd #265, $amzn #235, $mu #91, stocks #4222, $fubo, $goog, $hims, meta, $nvda #1985
Top accounts mentioned or mentioned by @mrderivatives @yodastockinvest @ashton1nvests @unusualwhales @elneneloco813 @dividenddudex @stockmktnewz @stocksavvyshay @pepemoonboy @amitisinvesting @thestocksking @shanspecter @nopaininvesting @thebrilliantbu1 @bolmanricky @elijahcoleman21 @acevent95706230 @carsontalkmoney @loveleesfinance @grindeoptions
Top assets mentioned Alphabet Inc Class A (GOOGL) Advanced Micro Devices (AMD) Amazon.com, Inc. (AMZN) Micron Technology, Inc. (MU) fuboTV Inc. (FUBO) Hims & Hers Health, Inc. (HIMS) NVIDIA Corp. (NVDA) Metadium (META) RAI Finance (SOFI) Nebius Group N.V. Class A Ordinary Shares (NBIS) Oscar Health, Inc. (OSCR) Tesla, Inc. (TSLA) Apple, Inc. (AAPL) Palantir Technologies Inc. (PLTR) AST SpaceMobile, Inc. Class A Common Stock (ASTS) Microsoft Corp. (MSFT) DisChain (DIS) Robinhood Markets, Inc. (HOOD) AbCellera Biologics Inc. (ABCL) Shopify Inc (SHOP) aelf (ELF) ELYSIA (EL) UnitedHealth Group (UNH) Rocket Lab USA, Inc. Common Stock (RKLB) ZetaChain (ZETA) Uber Technologies, Inc. (UBER) Salesforce Inc (CRM) Iris Energy Limited (IREN) Archer Aviation Inc. (ACHR) Bitcoin (BTC) Celsius Holdings, Inc. Common Stock (CELH) Novo-Nordisk (NVO) Costco Hot Dog (COST) Adobe, Inc. (ADBE) Netflix Inc (NFLX) Duolingo, Inc. (DUOL) Intel Corporation (INTC) PayPal Holdings Inc (PYPL) Strategy (MSTR) Walmart, Inc. (WMT) Eos Energy Enterprises, Inc. (EOSE) Crowdstrike Holdings Inc (CRWD) SPDR S&P [---] ETF Trust (SPY) Nike Inc (NKE) The Honest Company, Inc. (HNST) Plug Power, Inc. (PLUG) QUALCOMM, Inc. (QCOM) Rivian Automotive, Inc. (RIVN) Tempus AI, Inc. (TEM) Vertiv Holdings Co (VRT) Coca-Cola Co (KO) Bank of America (BAC) Broadcom, Inc. (AVGO)
Top Social Posts
Top posts by engagements in the last [--] hours
"$META PT $580 fav Mega Cap pick pre-Earnings. LlamaCon coming AI catalysts. Roth. $AAPL survey positive AI growth Morgan Stanley. $NVDA holds at $125 on AI capex concerns. Deutsche Bank. $AMZN top pick themes exposure per Goldman. #TechStocks #Earnings #AI"
X Link 2025-04-25T01:41Z [--] followers, [---] engagements
"$META declines 24% Ad spend strong in 1Q. Ahead of earnings Deutsche Bank lowers PT to $650 from $800. Will upcoming results trigger a stock recovery #TechStocks #Earnings"
X Link 2025-04-25T14:16Z [--] followers, [--] engagements
"$GOOGL posts strong Q1 results: $90.23B revenue vs $89.12B expected $2.81 EPS vs $2.01. Analysts bullish: JPMorgan $195 BofA $200 Goldman $220 Citi $200 Morgan Stanley $185 targets. Will Alphabet continue to outperform amid AI competition #TechStocks #AI #Markets"
X Link 2025-04-25T16:09Z [--] followers, [---] engagements
"$GS estimates $60B foreign selling of US stocks. Despite volatility US exceptionalism stands strong superior corporate profitability supports market. Is this trend a short-term blip #StockMarket #Investing"
X Link 2025-04-25T19:47Z [--] followers, [--] engagements
"$GE overcomes tariff concerns with proactive strategy returns 20% YTD vs S&P -7%. $230 price target from BofA 17% upside. CEO Culp meets Trump on trade surplus. Tariffs won't compromise GE outlook how does GE compare to peers #Aerospace #TradeWar"
X Link 2025-04-25T20:01Z [--] followers, [--] engagements
"$XYZ breaks above resistance at $75 PE ratio 25x (industry avg 30x) net margins up 3% revenue growth strong at 15%. Company acquiring $ABC to expand market share in AI sector. Chart shows bullish trend are investors underestimating XYZ's potential #TechStocks #AI"
X Link 2025-04-25T21:01Z [---] followers, [---] engagements
"$PG upgraded to outperform price target raised by $13 to $177. Post earnings reset presents 11% upside potential. Focus on 2025/2026 outcomes & long-term growth. Wall Street optimistic with nearly 12.1% upside potential. #ConsumerGoods #Stocks"
X Link 2025-04-25T21:31Z [--] followers, [--] engagements
"$SCHW upgrade to buy from neutral PT $100 (26% upside). Strong EPS growth outlook net margin accel strong balance sheet. Analysts bullish is SCHW set for a rally #Financials #EarningsGrowth"
X Link 2025-04-25T22:01Z [--] followers, [--] engagements
"$XLF up 3% this week. Bank of America bullish on financial stocks for quality dividends despite market turbulence. Morgan Stanley +3.29% yield JPMorgan with solid revenue +2.32% yield. Is financial sector poised for growth amidst trade tensions #Financials #Dividends"
X Link 2025-04-25T22:31Z [--] followers, [--] engagements
"$COST cup-and-handle pattern indicates potential rally to $1200. Nike's downtrend makes it the worst pick from CNBC Stock Draft. Broadcom deemed best unpicked stock with 30-45% upside potential to $250-$280. Is now the time to get bullish on Costco #RetailStocks #Investing"
X Link 2025-04-25T23:01Z [--] followers, [--] engagements
"Millennials and Gen Xers on TikTok sharing recession tips and memories: cheap trips to Florida porkchops jungle juice. Does this cultural call back signal looming economic uncertainty #RecessionTips #EconomicOutlook"
X Link 2025-04-26T13:31Z [--] followers, [--] engagements
"$VRSN overbought with RSI at [-----] fresh all-time high 7% downside per LSEG. Net margins soared with Q1 revenue beat. Will the momentum continue for VeriSign $NFLX also overbought with RSI of [-----] after company's Q1 revenue up 13%. Analysts project 1% upside despite uncertainty. #StockMarket #TechStocks"
X Link 2025-04-26T14:31Z [---] followers, [--] engagements
"@unusual_whales I am happy I got in $AMZN and $SHOP [--] weeks ago things are finally turning around. Investor sentiment is turning less bearish as well"
X Link 2025-04-26T19:32Z [--] followers, [--] engagements
"U.S. brands struggle in China: Nike loses to Li-Ning Este Lauder losing preference. Starbucks facing local competition same-store sales fall. Is the allure of Western brands fading in China $NKE $EL $SBUX #ChinaMarket #ConsumerPreference"
X Link 2025-04-27T14:01Z [--] followers, [---] engagements
"$SCHW raised PT to $95 from $88 after strong Q1 results and bullish management commentary with favorable organic growth and solid NNA trends. Analyst sees potential P/E multiple expansion is Charles Schwab poised for more upside #FinancialStocks #Earnings"
X Link 2025-04-27T14:31Z [--] followers, [--] engagements
"@HolySmokas Can't always rely on hedge funds to listen in to these calls"
X Link 2025-04-27T20:12Z [--] followers, [---] engagements
"@SACricketLover1 @unusual_whales Not wrong but it can get out of hand if we do not nip it in the bud. I think the number is scarier than the actual percentage"
X Link 2025-04-27T20:36Z [--] followers, [--] engagements
"@SACricketLover1 @unusual_whales I said the interest not % of GDP. I agree with you we can pull it back. Is 145% tariff on China ridiculous Yeah lol. There is a healthy balance not sure where that balance is but its also not in the middle. Either way we have to bring it back before it gets out of hand"
X Link 2025-04-27T21:10Z [--] followers, [--] engagements
"@MrMikeInvesting $AMD does not need to beat $NVDA either just compete and take some market share"
X Link 2025-04-27T23:06Z [--] followers, [----] engagements
"@mind1nvestor $SOFI in 10-15 years could be one of the largest banks. I think $HOOD will be their biggest competitor"
X Link 2025-04-28T00:20Z [--] followers, [---] engagements
"$PGR upgraded to buy by Bank of America with PT of $312. YTD +10% best risk-adjusted returns in decade. Possibility for market share gain. Is Progressive set for continued growth #InsuranceStocks #StockUpgrade"
X Link 2025-04-28T14:30Z [--] followers, [--] engagements
"$BA upgraded to outperform PT $218 (23% upside). After recent controversies Boeing expected to emerge stronger. Recovery mode with growth potential could momentum be building #TechStocks #Aerospace"
X Link 2025-04-28T15:00Z [--] followers, [--] engagements
"$ONON up 33% to $60 PT potential backlash against US brands in China. Strength in global growth diverse sales base limited China exposure can On Holding emerge as an outlier in apparel footwear amidst global trade war tensions #RetailStocks #TradeWar"
X Link 2025-04-28T16:00Z [---] followers, [--] engagements
"$SBUX faces challenges with stagnant net income growth rising coffee costs & wage expenses. Options market implies 7% move after earnings. Will Niccol's strategy drive a turnaround #Starbucks #Earnings #OptionsTrade"
X Link 2025-04-28T16:30Z [--] followers, [--] engagements
"Goldman Sachs sees steady dividend payers winning in high uncertainty. Reduced S&P [---] cash spending forecast to 5% growth EPS growth at 3%. TapestryMarathon Petroleum are top cash return players per Goldman. How will these stocks fare amid economic slowdown #Dividends"
X Link 2025-04-28T17:00Z [---] followers, [--] engagements
"$CHTR building a base after bear market cycle monthly double bottom seen as bullish reversal. Testing trendline resistance near $385 potential breakout to $461 per Fibonacci retracement level. Relative terms show a long-term turnaround. Is this a leading indication of a rally #TechStocks"
X Link 2025-04-28T19:00Z [--] followers, [--] engagements
"Potential changes in tax status of munis could impact private activity bonds creating an opportunity for investors. Nuveen expects munis to retain exemptions but uncertainty leaves room for scarcity and secondary market advantages. Are private activity bonds the next move #MuniBonds #TaxExemption"
X Link 2025-04-28T19:30Z [--] followers, [--] engagements
"$XHB down 25% from Nov high. Homebuilders like $PHM $HD $DHI $LOW $TOL $BZH $LEN $KBH $HOV all declining. Consumer staples took a hit: $KO down 18% $KHC down 25%. $GM down 23%. How will these sectors recover #Homebuilders #ConsumerStaples #StockMarket"
X Link 2025-04-28T23:30Z [---] followers, [---] engagements
"$HIMS downgraded to hold from buy PT $30 vs $44. Limited near-term upside due to GLP-1 shortage impact. Analyst Kim sees difficult year ahead despite strong Q1. Stock advanced 18% YTD but is $HIMS soaring days numbered #Healthcare #Telehealth"
X Link 2025-04-29T10:30Z [--] followers, [---] engagements
"$FANG price target lowered to $170 from $202 upgrading to Buy from Neutral. Facing trade & price war in oil markets but offers best combo of value & defense. Is Diamondback Energy set to rebound with 23.3% upside potential #OilStocks #Energy #Markets"
X Link 2025-04-29T11:30Z [----] followers, [--] engagements
"$QCOM JPMorgan bullish on Qualcomm reinstates overweight rating $185 PT (25.3% upside). Diversification beyond smartphones seen as a long-term opportunity. Shares down 3.9% in [----]. Is Qualcomm poised for a rebound #TechStocks #IoT #Autos"
X Link 2025-04-29T12:00Z [--] followers, [--] engagements
"Evercore ISI maintains Apple with $250 target ahead of earnings on May [--]. Rosenblatt bullish on Trade Desk post AdTech decision. Piper Sandler upbeat on Nvidia despite China worries. UBS cautious on Amazon demand. Redburn still bearish on Tesla. Barclays likes GE Vernova in current environment. JPMorgan reinstates Qualcomm due to robust smartphone revenues. CFRA upgrades Netflix amidst geopolitical risks. Morgan Stanley finds Block shares compelling. H.C. Wainwright bullish on Strategy as levered play on Bitcoin. Bank of America neutral on Upstart and upgrades Chord Energy & Diamondback"
X Link 2025-04-29T12:30Z [--] followers, [--] engagements
"$TSLA $BABA $NVDA high potential in global humanoid market. Morgan Stanley predicts $4.7 trillion revenue by [----] outperforming auto industry. China leads but US market to explode in 2030s. Are humanoid robots the future #TechStocks #AI"
X Link 2025-04-29T19:00Z [--] followers, [---] engagements
"$AHR high acuity senior housing focus 71% NOI. Initiates buy PT $37 (+17%). 12.7% 3-yr growth 19.7x PE. Positioned for 80+ age demographic rise - is AHR set to soar #SeniorHousing #REITs"
X Link 2025-04-29T19:30Z [---] followers, [--] engagements
"$MSFT down 16% from July high revenue and earnings growth of 10% dividend growth 10.3%. $SPOT down 3% despite in-line revenue 29% YTD. $ABBV up 20% in past year beat beat raise quarterly report. Dividen growth 7.2% strong with Skyrizi and Rinvoq. Are these stocks buys #TechStocks #Investing"
X Link 2025-04-29T21:00Z [--] followers, [---] engagements
"$COST up 242% since Cramer bought $NVDA up 586% $AAPL soared 1000% in his trust. Material stocks flat in '25 $MLM & $VMC down 20%. $CAT down 22% $META down 18%. $MSFT down 11% $HOOD down 26%. Palo Alto Networks CEO on Wed. Cruise lines up in week but off highs. Starbucks misses estimates down 28% from high. #StockMarket #Investing"
X Link 2025-04-30T00:30Z [---] followers, [---] engagements
"$FSLR misses profit expectations cuts guidance. KeyBanc downgrades to $100 (27% downside). Oppenheimer to $304. Mixed reactions from Wall Street analysts - Is First Solar outlook still sunny #TechStocks #Renewables"
X Link 2025-04-30T11:00Z [--] followers, [--] engagements
"$SHW upgraded to overweight by Wells Fargo PT $420 (up from $350). 21% potential upside. Majority revenue from US strong pricing & fundamental backdrop driving earnings growth. Acquisition of Brazilian paints business for $1.15B expected to boost growth. #StockUpgrade #PaintIndustry"
X Link 2025-04-30T11:30Z [--] followers, [--] engagements
"$NKE downgraded to equal weight by Wells Fargo with new PT of $55 (prev $75). Stock -24% in [----] could shed 4%. Analyst cites new tariff risks and potential recession. Bull case: $70 bear case: $30. Can Nike weather the storm #TechStocks #Retail #Tariffs"
X Link 2025-04-30T12:00Z [--] followers, [--] engagements
"@ElinaDavid21 $UPS is talking with Figure AI to develop and deploy humanoid robots. Figure AI is a start up though. All big names are interested in the tech. $TSLA could capitalize big time if they are first to market a real solution"
X Link 2025-04-30T17:29Z [--] followers, [--] engagements
"1/7 🧵 #CocaCola ( $KO )Q125 Highlights Net Revenues: $11.13 B (1.5% YoY) Organic Sales: +1% GAAP EPS: $0.77 (+5%) Non-GAAP EPS: $0.73 (+1% beat by $0.01) Unit Case Volume: +2% Lets dive in 👇"
X Link 2025-04-30T17:48Z [--] followers, [--] engagements
"$XEL potential bullish inverse-head-and-shoulders pattern forming above rising 200-day MA. Breakout above $72-$73 could trigger initial target near $83. Long-term uptrend recovery could see new all-time highs. Is XEL ready to continue its rally #Utilities #StockMarkets"
X Link 2025-04-30T19:00Z [--] followers, [--] engagements
"$GOOGL down 16% YTD beats earnings. $UBER up 33% with strong Q4 performance earnings May [--]. Piper Sandler favs quality stocks: $BKNG $LLY $VST. Are strong fundamentals the key to weathering trade policy volatility #TechStocks #S&P500"
X Link 2025-04-30T19:30Z [--] followers, [---] engagements
"Equities fall as market considers recession fears and trade tensions. BlackRock advises diversification beyond 60/40 stocks-bonds. Consider liquid alternatives like the BlackRock Global Equity Market Neutral Fund (BDMAX) for lower correlation. #StockMarket #Investing"
X Link 2025-04-30T20:00Z [--] followers, [--] engagements
"$SBUX down 12% YTD Missed Q2 estimates. CEO turnaround efforts gaining traction but needs to manage coffee costs. $28 PT. Meanwhile $MDLZ up 14% YTD beats EPS estimates but needs revenue growth. Is Mondelez ready to break out Watch these stocks. #TechStocks #Investing"
X Link 2025-04-30T21:00Z [--] followers, [--] engagements
"$AAPL down 10.5% in [--] months $AMZN drops 21%. India trade deal uncertainty persists. Nasdaq [---] up 1.5% in April. Cramer highlights ServiceNow CEO bet. $TSLA down 3.4%. CEO leadership plays: bet on Meta Platforms Microsoft. #TechStocks #AI"
X Link 2025-05-01T00:00Z [--] followers, [---] engagements
"1/7 🧵 #PayPal ( $PYPL )Q1 [----] Highlights Revenue: $7.79 B (+1% YoY; slight miss vs. $7.85 B est.) ReutersInvestor's Business Daily Adj. EPS: $1.33 (+23%; beat $1.16 est.) Reuters GAAP EPS: $1.29 (+56%) Stock Titan Transaction Margin $3.7 B (+7%) MarketWatch"
X Link 2025-05-01T01:39Z [--] followers, [--] engagements
"6/7 🔮 Guidance & Outlook Maintained FY [----] Adj. EPS guide: $4.95$5.10 Reuters 2Q [----] EPS est.: $1.29$1.31 Caution on macro uncertainty but strategy remains on track"
X Link 2025-05-01T01:39Z [--] followers, [--] engagements
"7/7 🤔 Market Takeaway Revenue growth was modest but profitability & margins accelerated. TPV and Venmo momentum are positiveswill PayPal reignite top-line growth Reply with your thoughts 👇 #PYPL #EarningsThread"
X Link 2025-05-01T01:39Z [--] followers, [--] engagements
"3/7 💸 Profit & Margins Gross Margin: Increased 13% YoY but cloud margin dipped to 71% due to AI infra scaling Operating Income: $31.5 B (est. based on net and op trends) Net Income: $25.8 B +18% YoY High-margin cloud & efficiency gains drove strong profitability"
X Link 2025-05-01T01:40Z [--] followers, [--] engagements
"4/7 ☁ Cloud & AI Momentum Azure Growth: +22% YoY rebounding from last quarters miss OpenAI Partnership: Continued integration of GPT-4 into Azure AI Services AI-INFRA: CapEx jump for data-center expansion Cloud + AI remain Microsofts core growth engine"
X Link 2025-05-01T01:40Z [--] followers, [--] engagements
"1/7 🧵 #Meta ( $META ) Q1 [----] Highlights Revenue: $42.31 B +16% YoY (beat $41.40 B est.) Net Income: $16.64 B +35% YoY Diluted EPS: $6.43 +37% YoY (beat $5.28 est.) Daily Active People (DAP): [----] B +6% YoY"
X Link 2025-05-01T01:46Z [--] followers, [--] engagements
"3/7 💸 Profit & Margins Operating Income: $17.56 B +27% YoY Operating Margin: 41.5% vs. 38.0% a year ago Effective Tax Rate: 9% vs. 13% Strong ad pricing and scale efficiencies fueled margin expansion"
X Link 2025-05-01T01:46Z [--] followers, [--] engagements
"4/7 🌎 Engagement & Ad Metrics Ad Impressions: +5% YoY Avg. Price/Ad: +10% YoY Meta AI Monthly Actives: [--] B (new milestone) AI-enhanced targeting and products keep advertisers engaged"
X Link 2025-05-01T01:46Z [--] followers, [--] engagements
"5/7 🏗 CapEx & Cash CapEx: $13.69 B (up from $10.2 B) Cash & Securities: $70.23 B Op CF: $24.03 B; Free CF: $10.33 B Heavy AI/DC investments but free cash flow remains solid"
X Link 2025-05-01T01:46Z [--] followers, [--] engagements
"6/7 🔮 Guidance & Investment Q2 Revenue Guide: $42.545.5 B (vs. $44.01 B est.) [----] CapEx Forecast: $6472 B (up from $60 B) [----] Expense Outlook: Slightly trimmed expenses Meta doubles down on AI/DC build-out amid tariff concerns"
X Link 2025-05-01T01:46Z [--] followers, [--] engagements
"7/7 🤔 Market Takeaway Meta crushed estimates with strong ad demand widened margins and robust cash flowbut Reality Labs losses persist. Will Metas AI and VR bets pay off Reply with your thoughts 👇 #META #EarningsThread"
X Link 2025-05-01T01:46Z [--] followers, [--] engagements
"1/7 🧵 #Qualcomm ( $QCOM ) Q1 FY25 Highlights Revenues: $11.67 B +17% YoY (record) GAAP EPS: $2.83 +15% YoY Non-GAAP EPS: $3.41 +24% YoY (record) QCT Rev: $10.08 B +20% YoY QTL Rev: $1.54 B +5% YoY"
X Link 2025-05-01T01:49Z [--] followers, [---] engagements
"2/7 📈 Revenue Growth Overall revenues topped analyst est. of $10.65 B by 10% Chipset (QCT) led the way on strong 5G smartphone & IoT demand Licensing (QTL) grew steadily but missed estimates by a hair prompting investor caution"
X Link 2025-05-01T01:49Z [--] followers, [--] engagements
"6/7 📉 Stock Reaction Shares dipped 5% in pre-market trading as investors zeroed in on the modest QTL miss and conservative licensing guide. Despite the pullback QCOM shares are up 20% over the past [--] months on 5G & AI tailwinds"
X Link 2025-05-01T01:49Z [--] followers, [--] engagements
"7/7 🤔 Market Takeaway Qualcomm crushed chipset growth and delivered record EPS but licensing momentum and guidance kept bulls in check. Will QCOMs non-handset diversification fuel the next leg higher Reply below 👇 #QCOM #EarningsThread"
X Link 2025-05-01T01:49Z [--] followers, [--] engagements
"1/7 🧵 #Robinhood ( $HOOD ) Q1 [----] Highlights Revenue: $927 M +50% YoY Net Income: $336 M +114% YoY Diluted EPS: $0.37 +106% YoY Net Deposits: $18 B (record) Gold Subs: [---] M (record)"
X Link 2025-05-01T01:53Z [--] followers, [---] engagements
"2/7 💹 Revenue & Growth Q1 [--] Rev: $927 M vs. $618 M a year ago (+50%) Driven by heightened market volatility and expanded product mix. Net deposits hit a new high of $18 B"
X Link 2025-05-01T01:53Z [--] followers, [--] engagements
"6/7 👥 Customer Metrics & Buybacks Platform now serves [----] M customers Gold subscribers climbed to [---] M (+record) Board ups buyback authorization by $500 M (total $1.5 B)"
X Link 2025-05-01T01:53Z [--] followers, [--] engagements
"7/7 🔮 Whats Next Robinhood is investing in Robinhood Strategies Banking and Cortex; strong deposits and cash flow underpin growth. Which new Robinhood feature are you most excited about Reply below 👇 #HOOD #EarningsThread"
X Link 2025-05-01T01:53Z [--] followers, [--] engagements
"1/7 🧵 #SoFi ( $SOFI ) Q1 [----] Highlights Adjusted Net Revenue: $771 M (+33% YoY) Net Income: $71 M Adjusted EBITDA: $210 M (+46%) Fee-Based Revenue: $315 M (+67%) Management raised [----] guidance 🚀"
X Link 2025-05-01T01:56Z [--] followers, [--] engagements
"2/7 📊 Segment Revenue Financial Services: $303 M (+101%) Lending (incl. Loan Platform): $412 M (+27%) Tech Platform & FS combined: $407 M (+66%) Diversification is driving durable multi-segment growth"
X Link 2025-05-01T01:56Z [--] followers, [--] engagements
"@kinginvestings Need to see if the new CEO's changes are moving things in the right direction for $SBUX before committing capital. Earnings were not the best to convince me"
X Link 2025-05-01T03:50Z [--] followers, [--] engagements
"$META beats earnings estimates with $6.43 EPS on $42.31B revenue pushing shares up 6%. Analysts remain bullish w/ targets of $650-$700 (18-27% upside). Are Meta's strong ad trends and new products set to drive more growth #TechStocks #Earnings"
X Link 2025-05-01T10:30Z [--] followers, [--] engagements
"$CAT earnings miss expectations but orders backlogs rise 20% YOY. Upgraded by Oppenheimer and Baird with price targets of $395 and $309. Calls YTD pullback an attractive entry point is Caterpillar set to rebound #TechStocks #DowJones"
X Link 2025-05-01T12:00Z [--] followers, [--] engagements
"$QCOM resilient post earnings $MSFT Azure-led growth affirmed $META long-term AI expansion underpins buy rating is tech set to rebound $QQQ #TechStocks #Earnings #AI"
X Link 2025-05-01T13:00Z [--] followers, [--] engagements
"@unusual_whales Housing market has been in a rough place since before tariffs high interest rates froze potential buyers there. $GM reported a double beat on EPS and Revenue for Q1 it does bode well moving forward even with tariffs"
X Link 2025-05-01T13:12Z [--] followers, [--] engagements
"$ELF down 50% YTD supply chain uncertainty due to China trade war. Jefferies bullish sees 25% upside to $75 price target. Is #BeautyStock set to rebound $MNST up 12.7% YTD accelerating top-line trends. Analyst price target $71 15% potential gain. #ContrarianViews #TradeWar"
X Link 2025-05-01T14:30Z [---] followers, [--] engagements
"USA just signed mineral rights deal with Ukraine giving preferential access to new mineral deals in exchange for funding some of the reconstruction investment. This diversifies USA reliance on China for rare earth minerals"
X Link 2025-05-01T15:11Z [--] followers, [--] engagements
"@rhipollini22 Not to mention the billions hundreds of billions of dollars comitted to American Manufacturing by $AAPL $TSMC and $NVDA among others like $LLY and $MRK"
X Link 2025-05-01T15:23Z [--] followers, [---] engagements
"$MSFT & $META increase AI infrastructure spending despite tariff concerns signaling optimistic growth outlook. Hyperscaler support benefits chipmakers like $AVGO $AMD and $MU with potential upside for $ANET. Are cloud demand stocks poised for gains #TechStocks #AI"
X Link 2025-05-01T15:30Z [--] followers, [---] engagements
"$JNJ added to Goldman's "Conviction List" with 10% upside potential [--] stocks total. High margins & strong balance sheet stable growth despite challenging market conditions. Is JNJ a defensive play in uncertain times #PharmaStocks #Investing"
X Link 2025-05-01T18:30Z [--] followers, [--] engagements
"@unusual_whales I believe we will see double beats from $AMZN and possibly $AAPL. Don't forget $EL $LLY and $MCD report today as well"
X Link 2025-05-01T19:43Z [--] followers, [---] engagements
"@12Henrietta US Based"
X Link 2025-05-01T19:50Z [--] followers, [--] engagements
"1/7 🧵 #EsteeLauder ( $EL )Q1 FY25 Highlights Net Sales: $3.36 B (4% YoY) Organic Net Sales: 5% GAAP Net Loss: $0.43 /shr Adj. EPS: $0.14 (beat $0.09 est.) Gross Margin: 75.0% (+310 bp YoY)"
X Link 2025-05-01T19:54Z [--] followers, [--] engagements
"1/7 🧵 #EliLilly ( $LLY ) Q1 [----] Highlights Revenue: $12.73 B +45% YoY GAAP EPS: $3.06 +23% YoY Adj. EPS: $3.34 +29% (beat $3.25 est.) Mounjaro Sales: $3.84 B Zepbound Sales: $2.31 B"
X Link 2025-05-01T19:56Z [---] followers, [--] engagements
"2/7 📈 Revenue Growth Q1 2025: $12.73 B vs. $8.78 B a year ago Driven by blockbuster GLP-1 franchisediabetes & weight-loss drugs continue to outpace market"
X Link 2025-05-01T19:56Z [--] followers, [--] engagements
"3/7 💸 Profit & EPS GAAP EPS: $3.06 (vs. $2.49) Adj. EPS: $3.34 (vs. $2.59) Adjustments include $1.72/share IPR&D charges. Strong core profitability despite heavy R&D spend"
X Link 2025-05-01T19:56Z [--] followers, [--] engagements
"4/7 🚀 Blockbuster Drug Sales Mounjaro: $3.84 B (+50% YoY) Zepbound: $2.31 B (+40% YoY) Combined they account for over 50% of total revenue growthsolidifying Lillys leadership in the GLP-1"
X Link 2025-05-01T19:56Z [--] followers, [--] engagements
"5/7 🧪 Pipeline & Investment Pipeline momentum: positive Phase [--] readout for oral GLP-1 candidate orforglipron. Announced $27 B U.S. manufacturing investment to bolster capacity and reduce supply-chain risk"
X Link 2025-05-01T19:56Z [--] followers, [--] engagements
"6/7 🔮 Guidance Cut & Market Reaction Revenue Guide: $5861 B (unchanged) Adj. EPS Guide: cut to $20.7822.28 (was $22.0523.55) Stock down 8% in pre-market on lowered profit outlook and CVS dropping Zepbound coverage"
X Link 2025-05-01T19:56Z [--] followers, [--] engagements
"7/7 🤔 Whats Your Take Lillys Q1 shows blockbuster growthbut guidance cut and competitive pricing pressure loom. Are you still bullish on the GLP-1 run Reply below 👇 #LLY #EarningsThread"
X Link 2025-05-01T19:56Z [--] followers, [--] engagements
"@12Henrietta No not a financial advisor just a retail trader who is not influenced by the day to day chaos of politics. I have a longer time horizon for stocks so short term stuff does not affect me"
X Link 2025-05-01T20:01Z [--] followers, [--] engagements
"@ceri_kate Good news for investors looking at the earnings reports the mass majority are still fearful. AAII investor sentiment is still insanely bearish even after all of the good news. A lot of money to be made in this market"
X Link 2025-05-01T20:29Z [--] followers, [--] engagements
"$ABBV rebound on Skyrizi & Rinvoq beats earnings. 9% YTD 3.36% div yield. $UNH penalty box -20% YTD w/ profitability warning. $BKNG beat Q1 tariffs impact potential. Risk for travel stocks as recession threat looms. #HealthCare #StockMarket"
X Link 2025-05-01T21:00Z [---] followers, [---] engagements
"$BRK.B up 17% in [----] near 52-week high. $AAPL beats down after hours P/E [-----]. Amazon post-earnings down P/E [--]. Uber up 11% in month 34% YTD. $CVX down 19% from high dividend 5%. $XOM down 16% from high dividend 3.74%. How will oil earnings impact market #TechStocks #Earnings"
X Link 2025-05-01T23:30Z [--] followers, [---] engagements
"@unusual_whales Yes I also expect $AAPL to stay relatively flat until the end of the year. They had a double beat but nothing crazy coming out in terms of new product for people to be excited about"
X Link 2025-05-02T04:12Z [--] followers, [--] engagements
"@Stocktwits @StockSavvyShay $AAPL Just posted [---] Billion in revenue with [--] billion in profit. Tariffs will be passed on to the consumer but even if they ate the tariff its not even one percent of their quarterly revenue"
X Link 2025-05-02T04:30Z [--] followers, [--] engagements
"$AMZN beats earnings expectations; Q2 guidance remains soft due to tariff worries. Wall Street remains bullish despite post-earnings drop. Deutsche Bank Goldman Sachs Citi JPMorgan BofA Barclays UBS Morgan Stanley give price targets implying 10-31% upside. #TechStocks #Earnings"
X Link 2025-05-02T11:00Z [--] followers, [---] engagements
"$AZO upgraded to outperform by Oppenheimer with PT of $4600 (23% upside). Auto parts retail discount valuation & tariff benefits key drivers. Commercial sector pivot could boost sales amid tariffs. Is AutoZone set for a rally #AutoZone #Tariffs #Stocks"
X Link 2025-05-02T12:00Z [---] followers, [--] engagements
"Berkshire Hathaway sold $134B in stock cash at $334.2B. Will Warren Buffett share plans for deals amid market turmoil and tariff fears at Berkshire Hathaway mtg Apple stake stable at 300M shares. Tune in Sat for insights. #WarrenBuffett #BerkshireMeeting"
X Link 2025-05-02T12:30Z [--] followers, [--] engagements
"$TSM overweight rating with price target NT$1288.00 (42% upside). Strong AI spending by Meta & Microsoft eases concerns. TSM YTD -12%. Overhangs removed tariffs likely absorbed by customers. Is TSM set to rebound #TechStocks #AI"
X Link 2025-05-02T14:30Z [--] followers, [--] engagements
"$SPA shares down 9% YTD despite Q1 beat. Sphere Entertainment MSGE and OneSpa picked up during downturn. Norwegian Cruise Lines undervalued at PE single digits - potential long-term play per Ariel Investments' John Rogers. Will cruise industry rebound #Investing #Stocks"
X Link 2025-05-02T15:00Z [---] followers, [---] engagements
"$MPWR beats Q1 EPS & revenue Q2 outlook strong with $640-660M. Analysts bullish on diversified markets & growth potential - is MPWR set to outperform semiconductors $NVDA #TechStocks #Semiconductors"
X Link 2025-05-02T15:30Z [---] followers, [--] engagements
"$PEP vs $KO ratio at extreme lows vs history. 10/20/40-year charts show opportunity for countertrend move. Mean reversion play here and now #Stocks #PairTrade"
X Link 2025-05-02T18:00Z [--] followers, [--] engagements
"1/7 🧵 #ExxonMobil ( $XOM )Q1 [----] Highlights Revenue: $83.13 B flat YoY (beat $78.33 B est.) EPS: $1.76 vs. $1.75 expected Op CF: $13.0 B Free CF: $8.8 B"
X Link 2025-05-03T02:13Z [--] followers, [--] engagements
"$MSFT is overbought with an RSI of [-----] analysts see 15% upside. Palantir Netflix and VeriSign also overbought. UnitedHealth and Church & Dwight oversold with RSIs of [-----] and [-----]. #TechStocks #RSI #Investing https://cnb.cx/3hDYCRF https://cnb.cx/3hDYCRF"
X Link 2025-05-03T14:21Z [--] followers, [--] engagements
"$MSFT among most overbought stocks with RSI of [-----]. Analysts see 15% upside potential. Others include $PLTR $NFLX $VRSN. Some may see pullback. #TechStocks #ArtificialIntelligence #StockMarketImpact https://www.cnbc.com/2025/05/03/these-overbought-stocks-could-be-due-for-a-pause.html https://www.cnbc.com/2025/05/03/these-overbought-stocks-could-be-due-for-a-pause.html"
X Link 2025-05-03T14:30Z [---] followers, [--] engagements
"5/7 🏭 Segment Highlights (Op Earnings) Insurance-Underwriting: $1.336 B vs $2.598 B Insurance-Investment Income: $2.893 B vs $2.598 B BNSF Railway: $1.214 B vs $1.143 B BHE: $1.097 B vs $0.717 B Manufacturing/Retail: $3.060 B vs $3.088 B"
X Link 2025-05-03T14:39Z [--] followers, [--] engagements
"6/7 📝 EPS Metrics Class A: $3200 vs $8825 Class B: $2.13 vs $5.88 Pershare earnings skewed by volatile unrealized gains/lossesBuffetts favoured operating earnings down only 14%"
X Link 2025-05-03T14:39Z [--] followers, [--] engagements
"@unusual_whales Consumers pre-ordered but at the end of the day $META crushed earnings and they do not sell many physical products. Industry will continue to move forward once the tariff policy cools. Things seem to be settled now and on the rise #Bullish"
X Link 2025-05-03T23:16Z [--] followers, [--] engagements
"$T $PM $TXN highlighted as top dividend stocks by Wall Street analysts. AT&T raises buybacks 4.0% yield; Philip Morris grows smoke-free line 3.2% yield; Texas Instruments beats estimates 3.3% yield. Analysts bullish on long-term prospects. #DividendStocks #Earnings https://www.cnbc.com/2025/05/04/wall-street-analysts-are-bullish-on-these-3-dividend-stocks-for-stable-returns.html https://www.cnbc.com/2025/05/04/wall-street-analysts-are-bullish-on-these-3-dividend-stocks-for-stable-returns.html"
X Link 2025-05-04T11:31Z [---] followers, [---] engagements
"$DKS bullish on youth sports app GameChanger key growth driver surpassing $100M revenue in [----]. Analysts target $273 41% upside. Youth sports tailwind driving potential. #Retail #YouthSports https://www.cnbc.com/2025/05/04/dicks-sporting-goods-is-unlocking-the-power-of-youth-sports-with-this-business.html https://www.cnbc.com/2025/05/04/dicks-sporting-goods-is-unlocking-the-power-of-youth-sports-with-this-business.html"
X Link 2025-05-04T12:01Z [---] followers, [--] engagements
"$NFLX hits all-time high added to JPMorgan's favorite stocks list for May. Analysts expect global TV leader to continue growth. #Streaming #Stocks https://www.cnbc.com/2025/05/04/jpmorgans-favorite-stocks-heading-into-may.html https://www.cnbc.com/2025/05/04/jpmorgans-favorite-stocks-heading-into-may.html"
X Link 2025-05-04T12:31Z [--] followers, [--] engagements
"$EQT upgraded to buy by UBS analyst $64 price target 23.4% upside. Natural gas demand & acquisitions could drive further gains. #EnergyStocks #Investing https://www.cnbc.com/2025/05/05/ubs-says-this-energy-stock-is-primed-for-even-more-gains-ahead.html https://www.cnbc.com/2025/05/05/ubs-says-this-energy-stock-is-primed-for-even-more-gains-ahead.html"
X Link 2025-05-05T10:31Z [--] followers, [--] engagements
"$OKTA bullish as Loop Capital initiates buy with $140 PT 24% upside. Positioned to lead in AI-driven identity security market surge. Analyst predicts accelerated growth in H2 [----]. Strong outlook as potential tech bellwether. #TechStocks #AI #Earnings #Markets https://www.cnbc.com/2025/05/05/this-tech-stock-could-become-a-bellwether-as-ai-use-proliferates-loop-capital-says.html https://www.cnbc.com/2025/05/05/this-tech-stock-could-become-a-bellwether-as-ai-use-proliferates-loop-capital-says.html"
X Link 2025-05-05T11:31Z [--] followers, [--] engagements
"$TSLA holds $BE upgraded $AAPL overweight $SHC buy $EQM buy $POR buy $BRK buy $OKTA buy $WEN overweight tech stocks stick. Analysts optimistic in Monday calls. #StockMarket #AnalystCalls https://www.cnbc.com/2025/05/05/mondays-top-wall-street-analyst-calls-like-nvidia.html https://www.cnbc.com/2025/05/05/mondays-top-wall-street-analyst-calls-like-nvidia.html"
X Link 2025-05-05T12:31Z [---] followers, [---] engagements
"$WEN upgraded by JPMorgan to Overweight despite pulling back citing value-oriented opportunity with 19% upside potential. Analyst expects healthy FCF growth potential int'l expansion. #Investing #Stocks https://www.cnbc.com/2025/05/05/one-burger-chain-offers-a-value-oriented-opportunity-jpmorgan-says.html https://www.cnbc.com/2025/05/05/one-burger-chain-offers-a-value-oriented-opportunity-jpmorgan-says.html"
X Link 2025-05-05T13:01Z [--] followers, [--] engagements
"Two big #stocks I am looking forward to today for earnings are $HIMS and $PLTR. I will also be watching $F and $L to see how this quarter went for Automotive and Housing but Most Important I want to see their Guidance specifically from #Loews"
X Link 2025-05-05T13:34Z [--] followers, [---] engagements
"$SHC upgraded to buy by Goldman Sachs target $17 37.3% upside. Uniquely insulated from Trump's tariffs exposure to pharma & med devices make it attractive. Analysts split [--] buys [--] holds. 4% rise today. #HealthStocks #MarketInsights https://www.cnbc.com/2025/05/05/goldman-sachs-says-this-little-known-health-stock-can-withstand-volatile-macro-environment.html https://www.cnbc.com/2025/05/05/goldman-sachs-says-this-little-known-health-stock-can-withstand-volatile-macro-environment.html"
X Link 2025-05-05T16:00Z [---] followers, [--] engagements
"$WOR a tariff-proof stock with US manufacturing set for outperformance. Canaccord upgrades to buy PT $67 23% upside. Unique advantage in high-tariff environment low China exposure. Hidden gem for savvy investors. #Tariffs #Manufacturing https://www.cnbc.com/2025/05/05/this-domestic-manufacturer-may-gain-from-tariffs-canaccord-genuity-says.html https://www.cnbc.com/2025/05/05/this-domestic-manufacturer-may-gain-from-tariffs-canaccord-genuity-says.html"
X Link 2025-05-05T16:58Z [--] followers, [--] engagements
"@KiaraBell07 Two very different business models for sure but given that $TSLA is making a big bet on the cyber Cab. $UBER is going to be a serious contender as they fight off $GOOG's Waymo and $AMZN's Zoox. #Uber would need to fight off [--] of the Mag [--] to do this which could be tough"
X Link 2025-05-05T17:16Z [--] followers, [---] engagements
"@KiaraBell07 $CRWD is in cyber security which the demand is ever increasing. But they face threats from constant hacking and advanced ai-driven attacks. But once #Crowdstrike is a company's cybersecurity firm it is difficult to replace. I think $CRWD is a better play in the long term"
X Link 2025-05-05T17:18Z [--] followers, [--] engagements
"@KaylaWort Current holdings: $AMZN $GOOG $META $AMD $HIMS $PYPL $SHOP $SOFI $CELH $ELF among a few others"
X Link 2025-05-05T17:21Z [--] followers, [---] engagements
"$META climbs as Blackstone's Gray sees robust AI data center demand despite tariff concerns. Confidence in AI trade intact following Meta and Microsoft earnings. Electricity needs and commercial real estate recovery key points. #AI #TechStocks https://www.cnbc.com/2025/05/05/blackstone-president-sees-a-ton-of-ai-data-center-demand-commercial-real-estate-recovery.html https://www.cnbc.com/2025/05/05/blackstone-president-sees-a-ton-of-ai-data-center-demand-commercial-real-estate-recovery.html"
X Link 2025-05-05T17:45Z [--] followers, [--] engagements
"$BRK.A undergoing shift as Warren Buffett steps back Greg Abel takes reins. Stock likely volatile Buffett premium to be extracted short-term. Abel pledges to continue Buffett's patient value investment style. Analysts anticipate buybacks potential dividends. #BRK #Investing https://www.cnbc.com/2025/05/05/what-happens-to-the-buffett-premium-in-berkshires-stock.html https://www.cnbc.com/2025/05/05/what-happens-to-the-buffett-premium-in-berkshires-stock.html"
X Link 2025-05-05T18:45Z [--] followers, [--] engagements
"@unusual_whales I will have a full breakdown of $PLTR $HIMS $F and $L today on my channel once the reports come out. Stay tuned"
X Link 2025-05-05T19:31Z [--] followers, [---] engagements
"1/7 🧵 #LoewsCorp ( $L )Q1 [----] Highlights Net Income: $370 M vs. $457 M a year ago EPS: $1.74 vs. $2.05 in Q1 [----] Book Value/sh (exAOCI): $89.74 vs. $88.18 at yearend"
X Link 2025-05-05T20:21Z [--] followers, [--] engagements
"$DJI & $SPX break win streak down from highs. Nvidia's CEO on CNBC stock up 21% in a month. Canadian PM meets Trump iShares MSCI Canada ETF up 11% in the last month. Gold & Oil updates. Follow for more insights. #StockMarket #TradeNews https://www.cnbc.com/2025/05/05/tuesdays-big-stock-stories-whats-likely-to-move-the-market.html https://www.cnbc.com/2025/05/05/tuesdays-big-stock-stories-whats-likely-to-move-the-market.html"
X Link 2025-05-05T23:45Z [--] followers, [--] engagements
"$WMT poised to thrive regardless of economic conditions says Wells Fargo. Target price $108 8% upside potential. Analyst Kelly highlights Walmart's offense/defense strategy amid tariff disruptions. Solid Q report expected. #RetailStocks #EconomicOutlook https://www.cnbc.com/2025/05/06/this-retailer-wins-no-matter-the-economic-backdrop-says-wells-fargo.html https://www.cnbc.com/2025/05/06/this-retailer-wins-no-matter-the-economic-backdrop-says-wells-fargo.html"
X Link 2025-05-06T13:00Z [--] followers, [--] engagements
"Earnings after the bell: $AMD $SMCI $RIVN $CELH $WYNN $LCID Stay Tuned and Follow for more #stocks news and reports"
X Link 2025-05-06T18:45Z [---] followers, [---] engagements
"1/7 🧵 #MarriottInternational ( $MAR ) Q1 [----] Highlights Revenue: $6.26 B +5% YoY Net Income: $665 M +18% YoY Diluted EPS: $2.39 Adjusted EPS: $2.32 (beat $2.25 est.) RevPAR: +4.1% WW"
X Link 2025-05-06T18:51Z [--] followers, [--] engagements
"1/7 🧵 #AdvancedMicroDevices $AMD Q1 [----] Highlights Revenue: $7.4 B +36% YoY (beat $7.1 B est.) GAAP Net Income: $709 M Diluted EPS: $0.44 (beat $0.42 est.) NonGAAP EPS: $0.96 (beat $0.94 est.)"
X Link 2025-05-06T20:41Z [---] followers, [---] engagements
"1/7 🧵 #Rivian $RIVN Q1 [----] Highlights Revenue: $1.24 B +3% YoY (FactSet est. $983.7 M) Adj. EPS: $0.41 (beat $0.76 est.) Gross Profit: $206 M (2nd straight quarter)"
X Link 2025-05-06T20:48Z [---] followers, [---] engagements
"2/7 📈 Revenue Growth Q1 25: $1.24 B vs $1.20 B in Q1 [--] (+3%) Outpaced consensus despite a tougher comparison base"
X Link 2025-05-06T20:48Z [--] followers, [--] engagements
"Just some thoughts here. In the stocks I own I am most excited for these three the most and the third one is a hot take. $AMD $HIMS $CELH I think #AMD and #HIMS are set to rip to the upside especially AMD even at current prices"
X Link 2025-05-07T01:05Z [---] followers, [---] engagements
"For #Celsius I think it can double from here. The Alani Nu revenue isnt even in this quarter and their merger is complete. They are about to explode in revenue"
X Link 2025-05-07T01:05Z [---] followers, [--] engagements
"@JPATrades $AMD is going up their M3 chips havent even dropped yet and the report was a banger"
X Link 2025-05-07T02:19Z [---] followers, [---] engagements
"$WYNN upgraded to buy with $100 PT 20% upside potential post UAE casino launch. Analyst expects growth in ME market driving diversification away from Macau. Stock up 3% on news. #Casinos #GrowthPotential https://www.cnbc.com/2025/05/07/buy-this-casino-stock-as-it-breaks-into-the-middle-east-market-bank-of-america-says.html https://www.cnbc.com/2025/05/07/buy-this-casino-stock-as-it-breaks-into-the-middle-east-market-bank-of-america-says.html"
X Link 2025-05-07T12:00Z [--] followers, [--] engagements
"3/7 💰 Profit & EPS Net Income: $72.7 M vs. $144.2 M (49.6%) Adj. EPS: $1.07 vs. $1.19 expected VIP hold variance in Macau cut casino profitability"
X Link 2025-05-07T14:06Z [--] followers, [--] engagements
"4/7 🎲 Casino Metrics VIP Hold: unusually high wins by gamblers in Macau Market Share: held steady within target range Table Play: down midsingle digits VIP volatility remains a key earnings swing factor"
X Link 2025-05-07T14:06Z [--] followers, [--] engagements
"@StockSavvyShay I posted a full break down on $UBER Earnings but we got a pretty good EPS beat SLIGHT Miss on #UBER sales but not bad considering the economic environment over the last [--] months"
X Link 2025-05-07T14:15Z [---] followers, [---] engagements
"@alc2022 Remember $UBER and #Waymo (owned by $GOOG) have a partnership. I would say its not bearish for $TSLA but its not roses. #Tesla has not had a single paid ride and they want to deploy CyberCab by June with full scale production in [----]. Waymo will have a massive head start"
X Link 2025-05-07T14:25Z [---] followers, [---] engagements
"$ANET beats Q1 estimates with earnings of [--] cents per share on $2 billion revenue. Goldman Sachs sees 27% upside potential to $115 while BofA predicts 43% rally to $130 driven by cloud computing & AI growth. Tariff concerns linger. #CloudComputing #AI #Stocks https://www.cnbc.com/2025/05/07/goldman-and-bank-of-america-see-30percent-plus-upside-for-this-under-the-radar-ai-play.html https://www.cnbc.com/2025/05/07/goldman-and-bank-of-america-see-30percent-plus-upside-for-this-under-the-radar-ai-play.html"
X Link 2025-05-07T14:45Z [---] followers, [--] engagements
"$META & $NFLX beat expectations with strong earnings and raised outlooks for [----] poised to weather tariff storm according to Wolfe Research. Analysts bullish on Meta with 18% upside potential Netflix facing slight downside risk. #Earnings #Stocks https://www.cnbc.com/2025/05/07/these-stocks-recent-earnings-show-they-can-ride-out-the-tariff-storm-says-wolfe-research.html https://www.cnbc.com/2025/05/07/these-stocks-recent-earnings-show-they-can-ride-out-the-tariff-storm-says-wolfe-research.html"
X Link 2025-05-07T15:45Z [---] followers, [--] engagements
"$DIS beats earnings and raises full-year guidance. Analysts bullish on Disney's potential with streaming uptick. Price targets range from $105 to $140. #Earnings #Streaming #Investing https://www.cnbc.com/2025/05/07/disneys-beat-and-raise-quarter-has-analysts-upbeat-about-further-gains.html https://www.cnbc.com/2025/05/07/disneys-beat-and-raise-quarter-has-analysts-upbeat-about-further-gains.html"
X Link 2025-05-07T17:45Z [---] followers, [--] engagements
"Looks like Fed and #JeromePowell is holding rates steady. Looks like we will see if the [--] year yield changes and how mortgage rates reflect this news https://www.reuters.com/world/fed-meeting-latest-powell-expected-keep-rates-steady-inflation-concern-2025-05-07/ https://www.reuters.com/world/fed-meeting-latest-powell-expected-keep-rates-steady-inflation-concern-2025-05-07/"
X Link 2025-05-07T18:35Z [---] followers, [--] engagements
"$GOOGL facing challenges with AI in search Crowdstrike performs well with 23% ARR growth Uber bullish on autonomous future Reddit a concern for Google per Josh Brown. $BRK for long-term success Shake Shack expansion plan positive. #TechStocks #Earnings https://www.cnbc.com/2025/05/07/josh-brown-on-google-losing-its-money-printing-machine-and-why-hes-forever-long-berkshire.html https://www.cnbc.com/2025/05/07/josh-brown-on-google-losing-its-money-printing-machine-and-why-hes-forever-long-berkshire.html"
X Link 2025-05-07T18:45Z [---] followers, [---] engagements
"$MCD is approaching all-time highs at $325 eyeing a breakout to $350. With strong technical indicators and a history of big moves after breaking 50-day MA the stock looks poised for more gains. Will it break out or face a fade #StockMarket #TechnicalAnalysis https://www.cnbc.com/2025/05/07/mcdonalds-is-on-the-verge-of-a-bullish-breakout-according-to-the-charts.html https://www.cnbc.com/2025/05/07/mcdonalds-is-on-the-verge-of-a-bullish-breakout-according-to-the-charts.html"
X Link 2025-05-07T19:00Z [---] followers, [--] engagements
"1/7 🧵 #UnitySoftware $U Q1 [----] Highlights Revenue: $435 M (6% YoY) GAAP Net Loss: $78 M (18% margin) Adj. EPS: $0.24 (beat $0.12 est.) Adj. EBITDA: $84 M (19% margin) Free Cash Flow: $7 M vs. $15 M in Q1 24"
X Link 2025-05-07T19:40Z [---] followers, [--] engagements
"We have a couple earnings reports coming after the bell stay tuned for $RKT $DKNG and $LYFT"
X Link 2025-05-07T19:42Z [---] followers, [---] engagements
"6/7 🚀 Strategic Highlights Signed four major licensing agreementsexpands Armv9 footprint AI-edge migration driving design wins in data centers & IoT Energy-efficient compute leadership underpins long-term royalty growth"
X Link 2025-05-07T20:45Z [---] followers, [--] engagements
"7/7 🤔 Market Takeaway Arm outpaced expectations with nearly 40% revenue growth record licensing gains and a 67% jump in adjusted EPSbut gave a cautious Q2 guide. Will AI-driven cloud & edge demand keep the momentum rolling Reply below Like and follow for more"
X Link 2025-05-07T20:45Z [---] followers, [--] engagements
"1/7 🧵 #ZillowGroup $Z Q1 [----] Results Revenue: $598 M vs. $588 M est. (+11% YoY) GAAP Net Income: $8 M vs. $9 M loss est. Adjusted EPS: $0.41 vs. $0.37 est. Zillow swung to its first quarterly GAAP profit since [----] defying a tough housing market"
X Link 2025-05-07T20:51Z [----] followers, [---] engagements
"2/7 📈 Top-Line & Profit Revenue growth: driven by higher engagement across listings rentals and mortgage tools Net Income: $8 M (0.03 EPS) vs. $9 M loss expected Adjusted EBITDA beat consensus on cost discipline and scale"
X Link 2025-05-07T20:51Z [---] followers, [--] engagements
"3/7 💵 EPS Deep Dive GAAP EPS: $0.03 vs. $0.02 est. Adjusted EPS: $0.41 vs. $0.37 est. Adjustments exclude stock-based comp and restructuring highlighting core profitability"
X Link 2025-05-07T20:51Z [---] followers, [--] engagements
"It is high at [--] P/E but $NVDA is at [--] P/E. $AMD is at [---] P/E and is trading at that level and slightly higher after earnings because their guidance for Q2 was strong compared to a weak one by $ARM. I agree multiples are high but that is okay if you are projecting more growth"
X Link 2025-05-07T21:34Z [---] followers, [---] engagements
"@unusual_whales $DIS earnings came in strong. Very nice for them but keep in mind they are set to acquire 70% of $FUBO as well. Follow for more predictions on stocks"
X Link 2025-05-07T21:36Z [---] followers, [---] engagements
"$MOS beats expectations with an upgrade to outperform 26.7% upside potential by RBC analyst Wong. Phosphate market tight favorable catalysts ahead. Will momentum continue #Stocks #Mining #Investing #MarketOutlook https://www.cnbc.com/2025/05/08/buy-this-outperforming-mining-stock-that-has-more-than-20percent-upside-rbc-says.html https://www.cnbc.com/2025/05/08/buy-this-outperforming-mining-stock-that-has-more-than-20percent-upside-rbc-says.html"
X Link 2025-05-08T10:01Z [---] followers, [--] engagements
"$COTY downgraded by Deutsche Bank due to weak earnings & guidance. Tariffs & tough US market add pressure. Analyst sees potential upside but challenges remain. #BeautyStocks #TariffImpact https://www.cnbc.com/2025/05/08/deutsche-bank-steps-to-the-sidelines-on-this-beauty-supplier-amid-tariff-concerns.html https://www.cnbc.com/2025/05/08/deutsche-bank-steps-to-the-sidelines-on-this-beauty-supplier-amid-tariff-concerns.html"
X Link 2025-05-08T11:45Z [---] followers, [--] engagements
"@Ashton_1nvests Agreed but as long as you are positioned within your risk tolerance that 5-6X is worth the risk"
X Link 2025-05-08T13:27Z [---] followers, [---] engagements
"Stay tuned and follow today for more earnings breakdowns: $SHOP $MNST $COIN $RKT $DKNG $RKLB $LYFT"
X Link 2025-05-08T13:37Z [---] followers, [---] engagements
"Barclays upgrades $IFF to overweight cites strong entry point amid market volatility. RBC boosts $MOS to outperform on tight phosphate market. Analysts weigh in on top #StockMarket calls & upgrades/downgrades. Read more: https://www.cnbc.com/2025/05/08/top-wall-street-analyst-calls-thursday-like-nvidia.html https://www.cnbc.com/2025/05/08/top-wall-street-analyst-calls-thursday-like-nvidia.html"
X Link 2025-05-08T13:45Z [----] followers, [--] engagements
"#Pelotons ( $PTON )Q1 FY25: The Turnaround Quarter When new CEO Peter Stern took the helm on January [--] Peloton faced a pivotal moment: hardware sales had settled back to pre-pandemic levels subscription growth was plateauing and cash burn threatened the companys runway. In Q1 FY25 Peloton delivered exactly what the market neededproof that the long-promised shift from bike maker to fitness-software platform can work. [--]. Revenue Mix: Normalizing Hardware Growing Subscriptions Total revenue: $586.0 million essentially flat (1.6% YoY) and just above Pelotons $560580 million guide Connectedfitness"
X Link 2025-05-08T13:47Z [---] followers, [--] engagements
"#HonestCompany $HNST Q1 2025: Clean Growth Expanded Margins & First-Quarter Profit When CEO Carla Vernn and new CFO Curtiss Bruce stepped up The Honest Company faced pressure to prove that clean consumer brands can also deliver on dollars and cents. In Q1 [----] Honest not only grew revenue but swung to net incomeunderscoring the strength of its omnichannel personal-care portfolio. [--]. Top-Line Acceleration Revenue: $97.25 M up 12.8% YoY from $86.22 M a year ago Consumption Growth: 8% YoY with some timing-related shipment pull-forwards Revenue outpaced household consumption growth driven by"
X Link 2025-05-08T14:36Z [---] followers, [---] engagements
"$EYE upgraded to buy with new target of $22 up 41% from yesterday's close. Positive signs in eyewear company's strategic initiatives driving results analyst says. Could this momentum continue #StockUpgrade #Eyewear #Investing https://www.cnbc.com/2025/05/08/bank-of-america-double-upgrades-this-little-known-eye-care-stock.html https://www.cnbc.com/2025/05/08/bank-of-america-double-upgrades-this-little-known-eye-care-stock.html"
X Link 2025-05-08T14:45Z [---] followers, [--] engagements
"@Tech_Investor20 $HIMS bringing on $AMZN's Nader Kabbani as COO is probably the biggest news from the earnings. People make companies. And #Amazon executives are REALLY good at what they do. I am excited to see what he brings to the table #Bullish"
X Link 2025-05-08T15:17Z [---] followers, [---] engagements
"$EBAY is a value play in the consumer discretionary sector trading below peers with consistent revenue growth. CEO optimistic on facing tariffs stock forming support above 200-day MA. Stay tuned for more insights 📈💼 #ValueStocks #TradeWarWinner #StockMarketImpact https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html"
X Link 2025-05-08T16:00Z [---] followers, [--] engagements
"$EBAY a possible trade war winner. P/E ratio: trailing 17x forward 12x. CEO confident on tariffs impact. Stock 13% below all-time highs forming support. Will this trend continue for the eBay's durable stock #TradeWar #RetailStocks https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html https://www.cnbc.com/2025/05/08/best-stocks-the-unique-internet-retailer-thats-cheap-trending-higher-and-a-possible-trade-war-winner.html"
X Link 2025-05-08T16:45Z [---] followers, [--] engagements
"$NVDA remains a top AI play despite tariffs says analyst Dan Ives. $BIDU & Snowflake also key names in AI revolution. #AI #TechStocks https://www.cnbc.com/2025/05/08/dan-ives-names-his-favorite-ways-to-play-the-ai-revolution-from-here.html https://www.cnbc.com/2025/05/08/dan-ives-names-his-favorite-ways-to-play-the-ai-revolution-from-here.html"
X Link 2025-05-08T17:45Z [---] followers, [--] engagements
"$COIN is breaking out as Bitcoin retests $100000 fueled by recent news & technical patterns. Weekly PPO indicator signals further upside for #Crypto. More insights on this bullish trend: https://www.cnbc.com/2025/05/08/this-stock-tied-to-crypto-is-breaking-out-as-bitcoin-retests-100000-level-according-to-the-charts.html https://www.cnbc.com/2025/05/08/this-stock-tied-to-crypto-is-breaking-out-as-bitcoin-retests-100000-level-according-to-the-charts.html"
X Link 2025-05-08T18:45Z [---] followers, [---] engagements
"Bright spots within the energy sector during April despite overall declines MLPX fell 5.7% while CRAK dropped 3.5%. MLPX down 1% and CRAK up 4% YTD. Experts favor $EPD with 7% dividend yield while $WES offers 9.9% yield. Consider these for portfolio diversification. #EnergyStocks #Dividends https://www.cnbc.com/2025/05/08/one-income-producing-corner-of-the-energy-market-is-holding-up-well.html https://www.cnbc.com/2025/05/08/one-income-producing-corner-of-the-energy-market-is-holding-up-well.html"
X Link 2025-05-08T19:45Z [----] followers, [---] engagements
"1/7 🧵 #MonsterBeverage $MNST Q1 [----] Results Revenue: $1.854 B (2.4% YoY vs. $1.899 B) Net Income: $443 M (+0.2% YoY vs. $442 M) GAAP EPS: $0.45 vs. $0.42 prior year Adj. EPS: $0.47 beat $0.46 est"
X Link 2025-05-08T20:35Z [---] followers, [--] engagements
"1/7 🧵 #Lyft $LYFT Q1 [----] Results Gross Bookings: $4.20 B +13% YoY Revenue: $1.50 B +14% YoY Net Income: $2.6 M vs. $31.5 M a year ago Adj. EBITDA: $106.5 M (+79% YoY; 2.6% of bookings)"
X Link 2025-05-08T20:36Z [---] followers, [--] engagements
"4/7 💵 Cash Flow Strength Operating CF: $364 M Free Cash Flow: $356 M Robust cash generation underscores resilienceeven as digital-ad budgets tighten elsewhere"
X Link 2025-05-08T20:41Z [---] followers, [--] engagements
"5/7 🔮 Q2 [----] Outlook Revenue Guide: $960980 M vs. $966.3 M consensus Adj. EBITDA Guide: $217237 M (slightly below $233.1 M est.) Strong guide reflects confidence in ad spend traction and AI-driven ROI"
X Link 2025-05-08T20:41Z [---] followers, [--] engagements
"6/7 🔮 Q2 [----] Guidance Revenue: at least $682 M Adjusted EBITDA: $259 M Continues to prioritize profitable growth in a volatile macro backdrop"
X Link 2025-05-08T20:45Z [---] followers, [--] engagements
"7/7 🤔 Market Takeaway The Trade Desk outpaced the market with 25% sales growth margin expansion and a return to strong cash generationall on the back of open-internet innovation. Whats your take on TTDs ability to sustain this momentum Reply below Like and follow for more"
X Link 2025-05-08T20:45Z [---] followers, [--] engagements
"$BX poised for rebound down 18% YTD outperforming S&P [---]. Chief strategist cited oversold status potential for profit. #Blackstone #StockMarket https://www.cnbc.com/2025/05/08/this-financial-stock-is-poised-to-make-money-says-miller-tabaks-maley.html https://www.cnbc.com/2025/05/08/this-financial-stock-is-poised-to-make-money-says-miller-tabaks-maley.html"
X Link 2025-05-08T20:45Z [---] followers, [--] engagements
"1/7 🧵 #DraftKings $DKNG Q1 [----] Results Revenue: $1.409 B +20% YoY (vs. $1.175 B) Average Monthly Unique Payers: [---] M +28% YoY Cash & Equivalents: $1.10 B Shares Repurchased: [---] M for $149 M"
X Link 2025-05-08T20:50Z [---] followers, [---] engagements
"4/7 👥 Engagement & Retention Daily Active Users (Sportsbook): [---] M (+22% YoY) Retention at [--] days: 58% vs. 53% in Q1 [--] VTOK (Velocity of Take per K MUPs): +12% YoYshowing deeper monetization per user"
X Link 2025-05-08T20:50Z [---] followers, [--] engagements
"5/7 🏦 Balance Sheet & Cash Flow Operating Cash Flow: $190 M vs. $50 M a year ago Free Cash Flow: $160 M vs. $80 M Net Leverage: [---] EBITDA (vs. [---] in Q1 24) Strong cash generation and deleveraging underscore improving financial health"
X Link 2025-05-08T20:50Z [---] followers, [--] engagements
"6/7 🔮 Strategic Highlights Ohio Launch: Debuted mobile wagering April [----] adding [--] M in addressable population Cross-Sell Media: Added [--] M+ loyalty members via content partnerships with ESPN & Turner Tech Investment: Rolled out real-time in-game odds API to partners boosting revenue yield"
X Link 2025-05-08T20:50Z [---] followers, [--] engagements
"Fans paid over $100000 for signed Warren Buffett books auctioned at Berkshire Hathaway's annual meeting for charity. The event raised over $1.3 million for local shelter Stephen Center. #Charity #WarrenBuffett https://www.cnbc.com/2025/05/08/autographed-warren-buffett-books-fetch-as-much-as-100000-at-auction.html https://www.cnbc.com/2025/05/08/autographed-warren-buffett-books-fetch-as-much-as-100000-at-auction.html"
X Link 2025-05-08T21:00Z [---] followers, [--] engagements
"$EWU down 0.8% as U.S.-U.K. trade deal announced EWU up 15% in a month. Bitcoin hits $100K ARKK's Wood buying Nvidia. Russell [----] up 1.9%. #TradeDeal #Bitcoin #ETFs https://www.cnbc.com/2025/05/08/fridays-big-stock-stories-whats-likely-to-move-the-market.html https://www.cnbc.com/2025/05/08/fridays-big-stock-stories-whats-likely-to-move-the-market.html"
X Link 2025-05-09T00:00Z [----] followers, [--] engagements
"@MMMTwealth Currently $GOOG is trading at like [--] PE. Its so cheap right now it makes sense to load the boat for this anchor of a stock"
X Link 2025-05-09T00:16Z [---] followers, [---] engagements
"@HolySmokas $SOFI $HNST $FUBO"
X Link 2025-05-09T00:18Z [---] followers, [----] engagements
"$UBER vs. $LYFT Which are you bullish on I feel theres a clear winner. but maybe Im missing something"
X Link 2025-05-09T00:32Z [---] followers, [----] engagements
"@yvngbreezyyy_ Currently Im not buying dividend stocks just because Growth stocks are so cheap. I picked up $SHOP $AMZN $GOOG $HIMS and $META for ridiculously low prices. Dividend stocks are nice to buy when things are too overvalued. Right now we have too much undervalued"
X Link 2025-05-09T00:42Z [---] followers, [---] engagements
"@GrindeOptions I think we could reasonably see that by year end. If $SOFI comes through and beats earnings in Q2 and Q3 which they very well may. We could be looking at easily $20 a share"
X Link 2025-05-09T00:45Z [---] followers, [---] engagements
"1/7 🧵 #RocketLab $RKLB Q1 [----] Highlights Revenue: $122.6 M +32.1% YoY 7.4% QoQ GAAP EPS: $0.12 vs. $0.13 est. Launches: [--] Electron missions 100% success Neutron Win: Selected for $5.6 B U.S. Space Force NSSL Phase [--] Lane 1"
X Link 2025-05-09T01:17Z [---] followers, [---] engagements
"2/7 📊 Revenue & Growth Detail Q124: $92.8 M Q125: $122.6 M +32.1% YoY Sequential dip driven by mix shift to lower-priced Electron launches + satellite biz timing Top-end of guidance and beating the $121.4 M consensus"
X Link 2025-05-09T01:17Z [---] followers, [--] engagements
"@AlbanLena You make a great point those are the only two major players in the soda brand (Not factoring in energy drink companies like $MNST and $CELH). But it is clear that in the driver driven rideshare space $UBER is going to continue to dominate $LYFT for the foreseeable future"
X Link 2025-05-09T02:07Z [---] followers, [---] engagements
"@Boersenwunder True but uber has 10X more revenue and 7X less rides. They are also not rolling out autonomous vehicle rides until [----]. Dallas will be their first full city. That being said forward PE on $UBER is [--] compared to [--] on $LYFT"
X Link 2025-05-09T09:01Z [---] followers, [---] engagements
"From a valuation standpoint. $COIN has a forward PE of [--] where $HOOD is around [--]. I do not trade Crypto but I see why $COIN is better for crypto. Long term Im more excited for $HOOD because they are looking to be a fintech company similar to $SOFI. Disclosure. I am invested in $SOFI Not in $HOOD or $COIN"
X Link 2025-05-09T09:19Z [---] followers, [---] engagements
"$EXPE downgraded by Piper Sandler to underweight after disappointing earnings report. Price target cut to $135 implying a potential 20% drop. Analyst concerns about inbound travel trends. Shares down 10% post-report. #TravelStocks #Earnings https://www.cnbc.com/2025/05/09/stay-away-from-this-travel-booking-giant-after-its-latest-earnings-report-piper-sandler-warns.html https://www.cnbc.com/2025/05/09/stay-away-from-this-travel-booking-giant-after-its-latest-earnings-report-piper-sandler-warns.html"
X Link 2025-05-09T13:45Z [---] followers, [--] engagements
"@Ashton_1nvests I own those but I decided to buy $SHOP and $AMZN instead of $ADBE. I understand Ai could be a strength for them. I also see how Ai can erode #Adobe moat and more confident of how Ai will be a strength for $SHOP and $AMZN"
X Link 2025-05-09T15:12Z [---] followers, [---] engagements
"Exercise caution when investing in BBB-rated corporate bonds as interest coverage ratios dip below averages. Wells Fargo recommends selectivity favors financial telecom healthcare sectors due to healthy balance sheets. #Investing #CreditRisk https://www.cnbc.com/2025/05/09/proceed-with-caution-when-buying-these-corporate-bonds-wells-fargo.html https://www.cnbc.com/2025/05/09/proceed-with-caution-when-buying-these-corporate-bonds-wells-fargo.html"
X Link 2025-05-09T21:00Z [---] followers, [--] engagements
"$SHARK beats earning estimates plans to exit China stock surges 13%. Analysts raise price targets bullish on its growth potential. #ConsumerGoods #Investing https://www.cnbc.com/2025/05/09/this-consumer-products-stock-is-rushing-to-leave-china-and-wall-street-is-betting-it-can-pull-it-off.html https://www.cnbc.com/2025/05/09/this-consumer-products-stock-is-rushing-to-leave-china-and-wall-street-is-betting-it-can-pull-it-off.html"
X Link 2025-05-09T21:45Z [---] followers, [--] engagements
"Morgan Stanley picks $ORLY $PM $NFLX and more for significant upside post-earnings. Analysts bullish on O'Reilly raising PT to $1580 +14% YTD. #Stocks #Earnings https://www.cnbc.com/2025/05/10/five-stocks-with-major-upside-following-earnings-morgan-stanley-says.html https://www.cnbc.com/2025/05/10/five-stocks-with-major-upside-following-earnings-morgan-stanley-says.html"
X Link 2025-05-10T12:45Z [---] followers, [--] engagements
"$CRL cooperation deal with activist Elliott Investment Management signals potential for value creation through strategic review board changes and business restructuring. Analysts eyeing share price reversion and new opportunities. #ValueCreation #ActivistInvesting https://www.cnbc.com/2025/05/10/elliott-reaches-agreement-with-charles-river-3-ways-to-create-value.html https://www.cnbc.com/2025/05/10/elliott-reaches-agreement-with-charles-river-3-ways-to-create-value.html"
X Link 2025-05-10T13:45Z [---] followers, [--] engagements
"$WYNN & $OXY among top [--] S&P [---] companies insiders are buying revealing strong faith in their future. Find out why Wynn Resorts & Occidental Petroleum are on the radar #InsiderBuying #Stocks https://www.cnbc.com/2025/05/11/insiders-at-these-companies-are-buying-during-the-market-stress.html https://www.cnbc.com/2025/05/11/insiders-at-these-companies-are-buying-during-the-market-stress.html"
X Link 2025-05-11T11:00Z [---] followers, [---] engagements
"@marry19Ana Dont get me wrong $AAPL has strong recurring revenue. But in terms of growth $GOOG has more things like Waymo and Gemini that have insane upside"
X Link 2025-05-11T22:45Z [---] followers, [--] engagements
"@flinttrades What time frame I hope by [----] $SOFI is a $35 stock. [--] years out Im hoping for $50. $SOFI and $HOOD can lead this fintech banking revolution and become the next financial giants of the millennials Gen Z and Gen Alphas"
X Link 2025-05-12T02:53Z [---] followers, [---] engagements
"$TEVA upgraded to overweight by JPMorgan price target $23 (+35.9% upside) post $700M cost reduction plan. Analyst sees operating margin of 30% in [----] with strong growth potential. #PharmaStocks #CostCutting https://www.cnbc.com/2025/05/12/jpmorgan-says-buy-this-pharmaceutical-stock-following-cost-reduction-announcement.html https://www.cnbc.com/2025/05/12/jpmorgan-says-buy-this-pharmaceutical-stock-following-cost-reduction-announcement.html"
X Link 2025-05-12T10:45Z [---] followers, [---] engagements
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